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InvestNext Integrations

CRM (Customer Relationship Management)

Do more with InvestNext integrations

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Integrate HubSpot with InvestNextIntegrate HubSpot with InvestNext
HubSpot
Marketing Automation
Integrate ActiveCampaign with InvestNextIntegrate ActiveCampaign with InvestNext
ActiveCampaign
Marketing Automation
Integrate Google Sheets with InvestNextIntegrate Google Sheets with InvestNext
Google Sheets
Google, Spreadsheets
Integrate Salesforce with InvestNextIntegrate Salesforce with InvestNext
Salesforce
CRM (Customer Relationship Management)
Integrate Mailchimp with InvestNextIntegrate Mailchimp with InvestNext
Mailchimp
Email Newsletters
Integrate MarketSharp with InvestNextIntegrate MarketSharp with InvestNext
MarketSharp
CRM (Customer Relationship Management)
Integrate OpenPhone with InvestNextIntegrate OpenPhone with InvestNext
OpenPhone
Phone & SMS
Integrate Salesmsg with InvestNextIntegrate Salesmsg with InvestNext
Salesmsg
Phone & SMS
Integrate Slack with InvestNextIntegrate Slack with InvestNext
Slack
Team Chat
Integrate HubSpot with InvestNextIntegrate HubSpot with InvestNext
HubSpot
Marketing Automation
Integrate ActiveCampaign with InvestNextIntegrate ActiveCampaign with InvestNext
ActiveCampaign
Marketing Automation
Integrate Google Sheets with InvestNextIntegrate Google Sheets with InvestNext
Google Sheets
Google, Spreadsheets
Integrate Salesforce with InvestNextIntegrate Salesforce with InvestNext
Salesforce
CRM (Customer Relationship Management)
Integrate Mailchimp with InvestNextIntegrate Mailchimp with InvestNext
Mailchimp
Email Newsletters
Integrate MarketSharp with InvestNextIntegrate MarketSharp with InvestNext
MarketSharp
CRM (Customer Relationship Management)
Integrate HubSpot with InvestNextIntegrate HubSpot with InvestNext
HubSpot
Marketing Automation
Integrate ActiveCampaign with InvestNextIntegrate ActiveCampaign with InvestNext
ActiveCampaign
Marketing Automation
Integrate Google Sheets with InvestNextIntegrate Google Sheets with InvestNext
Google Sheets
Google, Spreadsheets
Integrate Salesforce with InvestNextIntegrate Salesforce with InvestNext
Salesforce
CRM (Customer Relationship Management)
Integrate Mailchimp with InvestNextIntegrate Mailchimp with InvestNext
Mailchimp
Email Newsletters
Integrate MarketSharp with InvestNextIntegrate MarketSharp with InvestNext
MarketSharp
CRM (Customer Relationship Management)
Integrate OpenPhone with InvestNextIntegrate OpenPhone with InvestNext
OpenPhone
Phone & SMS
Integrate Salesmsg with InvestNextIntegrate Salesmsg with InvestNext
Salesmsg
Phone & SMS
Integrate Slack with InvestNextIntegrate Slack with InvestNext
Slack
Team Chat

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Quickly automate InvestNext integrations with Zapier's templates

  • Create rows in Google Sheets for new opportunities in InvestNext

    • InvestNext logo
    • Google Sheets logo
    InvestNext + Google Sheets
  • Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

    • InvestNext logo
    • HubSpot logo
    InvestNext + HubSpot
  • Create or update ActiveCampaign contacts from new InvestNext form submissions

    • InvestNext logo
    • ActiveCampaign logo
    InvestNext + ActiveCampaign
  • Create or update HubSpot contacts from new InvestNext opportunities

    • InvestNext logo
    • HubSpot logo
    InvestNext + HubSpot
  • Add new InvestNext opportunities to a HubSpot contact list when initial funding occurs

    • InvestNext logo
    • HubSpot logo
    InvestNext + HubSpot
  • Create new HubSpot contacts from InvestNext form submissions

    • InvestNext logo
    • HubSpot logo
    InvestNext + HubSpot
  • Create rows in Google Sheets for new opportunities in InvestNext

    • InvestNext logo
    • Google Sheets logo
    InvestNext + Google Sheets
  • Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

    • InvestNext logo
    • HubSpot logo
    InvestNext + HubSpot
  • Create or update ActiveCampaign contacts from new InvestNext form submissions

    • InvestNext logo
    • ActiveCampaign logo
    InvestNext + ActiveCampaign
  • Create or update HubSpot contacts from new InvestNext opportunities

    • InvestNext logo
    • HubSpot logo
    InvestNext + HubSpot
  • Add new InvestNext opportunities to a HubSpot contact list when initial funding occurs

    • InvestNext logo
    • HubSpot logo
    InvestNext + HubSpot
  • Create new HubSpot contacts from InvestNext form submissions

    • InvestNext logo
    • HubSpot logo
    InvestNext + HubSpot
  • Create contacts in InvestNext for new or updated subscribers in Mailchimp

    • Mailchimp logo
    • InvestNext logo
    Mailchimp + InvestNext
    • Create contacts in InvestNext for new or updated subscribers in Mailchimp

      • Mailchimp logo
      • InvestNext logo
      Mailchimp + InvestNext

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • Dynamic Fields
      Trigger
      Polling
      Try It
    • InvestNext triggers, actions, and search
      New Opportunity

      Triggers when a new opportunity is created

      Trigger
      Instant
      Try It
      • First Name
        Required
      • Last Name
        Required
      • Email
        Required
      • Phone Number
      • Send Invite To Investor Portal?
      • Update Existing Contact Record?
      Action
      Write

    InvestNext Help & Support

    Common issues

    investnext logo
    About InvestNext
    InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.
    Related categories
    Similar apps
    Zapier Interfaces integrationsZapier Interfaces integrations
    Zapier Interfaces
    App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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    • HubSpot
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