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Investment Dominator Integrations

CRM (Customer Relationship Management)

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Integrate Google Sheets with Investment Dominator

Google Sheets

Google, Spreadsheets
Integrate Slybroadcast with Investment Dominator

Slybroadcast

Phone & SMS
Integrate Filter by Zapier with Investment Dominator

Filter by Zapier

Developer Tools, Zapier
Integrate Delay by Zapier with Investment Dominator

Delay by Zapier

Developer Tools, Zapier
Integrate Mailchimp with Investment Dominator

Mailchimp

Email Newsletters
Integrate Trello with Investment Dominator

Trello

Project Management
Integrate Google Drive with Investment Dominator

Google Drive

File Management & Storage, Google
Integrate Gmail with Investment Dominator

Gmail

Email, Google
Integrate Webhooks by Zapier with Investment Dominator

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with Investment Dominator

Google Sheets

Google, Spreadsheets
Integrate Slybroadcast with Investment Dominator

Slybroadcast

Phone & SMS
Integrate Filter by Zapier with Investment Dominator

Filter by Zapier

Developer Tools, Zapier
Integrate Delay by Zapier with Investment Dominator

Delay by Zapier

Developer Tools, Zapier
Integrate Mailchimp with Investment Dominator

Mailchimp

Email Newsletters
Integrate Trello with Investment Dominator

Trello

Project Management
Integrate Google Sheets with Investment Dominator

Google Sheets

Google, Spreadsheets
Integrate Slybroadcast with Investment Dominator

Slybroadcast

Phone & SMS
Integrate Filter by Zapier with Investment Dominator

Filter by Zapier

Developer Tools, Zapier

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Quickly automate Investment Dominator integrations with Zapier's templates

  • Post contacts in Investment Dominator when new RingCentral calls end

    • RingCentral logo
    • Investment Dominator logo
    RingCentral + Investment Dominator
    More details
    1. When this happens

      Step 1: Call Ended

    2. Then do this

      Step 2: Post Contact

    Post contacts in Investment Dominator when new RingCentral calls end

    Post contacts in Investment Dominator when new RingCentral calls end
    • RingCentral logo
    • Investment Dominator logo
    RingCentral + Investment Dominator

Supported triggers and actions

What does this mean?
    • Record TypeRequired

    • Record StatusRequired

    Trigger
    Scheduled
    Try It
    • TypeRequired

      Enter in a Contact Type ID: 1 = Prospect, 2 = Buyer, 3 = Investor, 4 = Neighbor, 5 = Unsubscribed, and 6 = Lead

    • Contact Id

    • Notes

    • First NameRequired

    • Last Name

    • Email

    • Email Status

    • Company

    • Password

    • Phone

    • Phone Status

    • Cell

    • Cell Status

    • Address

    • Address 2

    • City

    • State

    • Zip

    • Lead Source

    • Interest

    • Property Interested In

      Property Interested In must be either empty or equal to the property id, record will not be added with wrong property id.

    • Put Down Value

      Enter number only, otherwise it will set to 0.

    • Monthly Payment

      Enter number only, otherwise it will set to 0.

    • Highlighted

      Enter "Y" if the contact needs to be highlighted.

    • Tags

      Tags ids separated by commas example : ,1,2,3,4,.

    Action
    Write
    • Task TypeRequired

    • Task StatusRequired

    • Properties

      Ids of properties separated by comma e.g. ,1,2,3,4,5,

    • Contacts

      Ids of contacts separated by comma e.g. ,1,2,3,4,5,

    • Notes

      Ids of notes separated by comma e.g. ,1,2,3,4,5,

    • Owners

      Ids of owners separated by comma e.g. ,1,2,3,4,5,

    • Location

    • Task TitleRequired

    • Task DescriptionRequired

    • Public To AllRequired

    • Start DateRequired

      Start Date should be in the format of m/d/Y

    • Start TimeRequired

      Start Time should be in the format of m/d/Y H:m

    • End DateRequired

      End Date should be in the format of m/d/Y

    • End TimeRequired

    • Personal Note

      Maximun length is 500 characters

    • Email

    • Tags

      Tags ids separated by commas example : ,1,2,3,4,.

    • Assigned To

      User ids separated by commas example : ,1,2,3,4,.

    • PriorityRequired

    Action
    Write
    • Record TypeRequired

    • Record StatusRequired

    Trigger
    Scheduled
    Try It
    • Property TypeRequired

      Please fill in the one digit property terrain id as follow:

      1) Land 2) House 3) Mobile 4) Commercial

      *record will not be added with wrong property type id.

    • Property Ids

    • Property StatusRequired

      Please fill in the two digits property status id as follow:

      For property type Land: 01) Prospect 02) Mailed Letter 1 03) Pending Preliminary Research 04) Offer/Option Sent 05) Open Escrow - Detailed Research 06) Complete/ Ready To Sell 07) Found Buyer - Open Escrow 08) SOLD 09) SKIP TRACE 10) ON HOLD 11) FILE CLOSED

      For property type House: 01) Prospect 02) Mailed Letter 1 03) Mailed Letter 2 04) Mailed Postcard 05) Pending Preliminary Research 06) Generate Offer/ Meet With Seller 07) Open Escrow 08) Found Buyer Update Escrow 09) TRANSACTION COMPLETE 10) SOLD 11) PURCHASED 12) OFFER REJECTED - Follow Up 13) SKIP TRACE 14) ON HOLD 15) FILE CLOSED

      *record will not be added with wrong property status id.

    • Caller First NameRequired

    • Caller Last NameRequired

    • Property Address

    • Property City

    • Property State

      Enter two characters state code only, otherwise it will not be set.

    • Property County

    • Property Zip

    • Property APN

    • Property Legal Description

    • Property Short Legal Description

    • Property Price

      Enter number only, otherwise it will set to 0.

    • Property Acres

      Enter number only, otherwise it will set to 0.

    • Property Sqft

      Enter number only, otherwise it will set to 0.

    • Property Dimension

    • Property Terrain

      Please fill in the one digit property terrain id as follow:

      1) Flat 2) Sloping 3) In Valley 4) Steep Incline 5) Rolling Hills

      *otherwise it will not be set.

    • Property Zoning

    • Property Base Tax

      Enter number only, otherwise it will set to 0.

    • Property Hoa

      Enter number only, otherwise it will set to 0.

    • Property Lien

      Enter number only, otherwise it will set to 0.

    • Property Backtax

      Enter number only, otherwise it will set to 0.

    • Property Assessed Value

      Enter number only, otherwise it will set to 0.

    • Property Market Value / ARV

      Enter number only, otherwise it will set to 0.

    • Property Repair Estimate

      Enter number only, otherwise it will set to 0.

    • Property Improvements

      Pass a JSON sting like the following format:

      {"cabin":"N", "shed":"N", "mobile_home":"N", "rv_hookup":"N", "septic_system":"N", "well":"N", "fence":"N", "pool":"N", "spa":"N", "cul_de_sac":"N", "second_floor":"N", "basement":"N", "other":""}

      Use "Y" and "N" only to indicate if the improvement needed or not, otherwise they will set to "N". You can also type in any valid text in "other".

    • Property Power Line

      Please fill in the one digit property current occupancy id as follow:

      1) Yes 2) Within 1/4 of a mile 3) Within 1 mile 4) No

      *otherwise it will not be set.

    • Property Road Access

      Please fill in the one digit property access id as follow:

      1) Yes - Paved 2) Yes - Unpaved 3) Legal and Physical Access 4) Legal Access Only 5) Physical Access Only 6) Easement 7) No

      *otherwise it will not be set.

    • Property Owned Year

      Enter how many year the property owned, otherwise it will set to 0.

    • Property Acquire

      Please fill in the one digit property acquire id as follow:

      1) Purchased 2) Inherited 3) Gifted 4) Probate Needed

      *otherwise it will not be set.

    • Property Estimated Value

      Enter number only, otherwise it will set to 0.

    • Property Minimum Offer

      Enter number only, otherwise it will set to 0.

    • Property Comment

    • Property Agent Name

    • Property Agent Phone

    • Property Seller Agent Name

    • Property Seller Agent Phone

    • Property Admin Note

    • Property Listing Status

      Enter "Y" if the property is Public or "N" if the property is Private, otherwise it will set to "Y".

    • Property Listing Headline

    • Property Listing Sub Headline

    • Property Description

    • Property Plat Map Link (URL)

    • Property Average Temperature

    • Property Sale Price

      Enter number only, otherwise it will set to 0.

    • Property Purchased On

    • Property Purchase Amount

      Enter number only, otherwise it will set to 0.

    • Property Purchase Closing Costs

      Enter number only, otherwise it will set to 0.

    • Property Sold On

    • Property Sold Amount

      Enter number only, otherwise it will set to 0.

    • Property Sold Closing Costs

      Enter number only, otherwise it will set to 0.

    • Property Number of Bedroom

      Enter 1 to 10 only, otherwise it will set to 0.

    • Property Number of Bathroom

      Enter 1 to 10 only, otherwise it will set to 0.

    • Property Current Occupancy

      Please fill in the one digit property current occupancy id as follow:

      1) Vacant 2) Owner Occupied 3) Rented - Has Lease Agreement 4) Rented - No Lease Agreement

      *otherwise it will not be set.

    • Property Rent Value

      Enter number only, otherwise it will set to 0.

    • Property Selling Reason

    • Property Urgency

      Please fill in the one digit property urgency id as follow:

      1) ASAP Within Days 2) A Week From Now 3) A Month From Now 4) Within 3 Months From Now 5) Within 6 Months From Now 6) Within A Year From Now

      *otherwise it will not be set.

    • Property Currently Foreclosure

      Please fill in the one digit property currently foreclosure id as follow:

      1) No 2) Yes - County Tax Foreclosure 3) Yes - Mortgage/Lender Foreclosure

      *otherwise it will not be set.

    • Property Repair Needed

    • Property Water Damage

    • Owner First Name

    • Owner Last Name

    • 2nd Owner First Name

    • 2nd Owner Last Name

    • Owner Type

      Please fill in the one digit property terrain id as follow:

      1) Individual 2) Company

      *otherwise it will set to be Individual.

    • Owner Company

    • Owner Email

    • Owner Primary Phone

    • Owner Secondary Phone

    • Owner Fax

    • Owner Address

    • Owner Address 2

    • Owner City

    • Owner State

      Enter two characters state code only, otherwise it will not be set.

    • Owner Zip

    • Highlighted

      Enter "Y" if the property need to be highlighted.

    • Tags

      Tags ids separated by commas example : ,1,2,3,4,.

    Action
    Write
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About Investment Dominator

Investment Dominator CRM is a complete real estate investment deal management and automation system for land, home, and note investors.

Related categories

  • CRM (Customer Relationship Management)

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