Loading

HubSpot + InvestNext

Create new HubSpot deals for new InvestNext opportunities

Streamline your investment opportunity tracking with this targeted workflow. When a new opportunity surfaces in InvestNext, a corresponding deal is promptly created in HubSpot. This efficient process enables you to consistently track potential deals, ensuring nothing slips through the cracks.

Streamline your investment opportunity tracking with this targeted workflow. When a new opportunity surfaces in InvestNext, a corresponding deal is promptly created in HubSpot. This efficient process enables you to consistently track potential deals, ensuring nothing slips through the cracks.

  1. When this happens...
    InvestNextInvestNext
    New Opportunity

    Triggers when a new opportunity is created

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Dynamic Fields

    Trigger
    Scheduled
    Try It
  • InvestNext triggers, actions, and search

    Updated Opportunity Stage

    Triggers when an opportunity stage is updated

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
  • InvestNext triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Phone Number

    • Send Invite To Investor Portal?

    • Update Existing Contact Record?

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn moreHelp

Related categories

  • Marketing Automation

Similar apps

Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
investnext logo
investnext logo

About InvestNext

InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier