First name of the contact that will be added to the CRM

The last name of the contact that will be added to the CRM

The email of the contact that will be added to the CRM

The phone number of the contact that will be added to the CRM

Send an investor portal invite when a new contact is added to the CRM

Update the contact record if it exists in the CRM

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

InvestNext

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

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