InvestNext Integrations

Name: Zapier
Availability: InStock

Do more with InvestNext integrations

Zapier lets you connect InvestNext with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Salesforce

CRM (Customer Relationship Management)

Mailchimp

Email Newsletters

MarketSharp

CRM (Customer Relationship Management)

OpenPhone

Phone & SMS

Salesmsg

Phone & SMS

Slack

Team Chat

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Salesforce

CRM (Customer Relationship Management)

Mailchimp

Email Newsletters

MarketSharp

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Salesforce

CRM (Customer Relationship Management)

Mailchimp

Email Newsletters

MarketSharp

CRM (Customer Relationship Management)

OpenPhone

Phone & SMS

Salesmsg

Phone & SMS

Slack

Team Chat

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate InvestNext integrations with Zapier's templates

Create rows in Google Sheets for new opportunities in InvestNext
Details
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InvestNext + Google Sheets
Update deals in HubSpot when new initial funding for opportunities occur in InvestNext
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InvestNext + HubSpot
Create or update ActiveCampaign contacts from new InvestNext form submissions
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InvestNext + ActiveCampaign
Create or update HubSpot contacts from new InvestNext opportunities
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InvestNext + HubSpot
Add new InvestNext opportunities to a HubSpot contact list when initial funding occurs
Details
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InvestNext + HubSpot
Create new HubSpot contacts from InvestNext form submissions
Details
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InvestNext + HubSpot

Create rows in Google Sheets for new opportunities in InvestNext

Details

Try it

InvestNext + Google Sheets

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

Details

Try it

InvestNext + HubSpot

Create or update ActiveCampaign contacts from new InvestNext form submissions

Details

Try it

InvestNext + ActiveCampaign

Create or update HubSpot contacts from new InvestNext opportunities

Details

Try it

InvestNext + HubSpot

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

Details

Try it

InvestNext + HubSpot

Create new HubSpot contacts from InvestNext form submissions

Details

Try it

InvestNext + HubSpot

Create contacts in InvestNext for new or updated subscribers in Mailchimp

Details

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Mailchimp + InvestNext

Create contacts in InvestNext for new or updated subscribers in Mailchimp
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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
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New Opportunity
Triggers when a new opportunity is created
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
Action
Write

Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Trigger
Instant
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Updated Opportunity Stage
Triggers when an opportunity stage is updated
Trigger
Instant
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InvestNext Help & Support

Common issues

How to Get Started with InvestNext on Zapier

About InvestNext

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

InvestNext Integrations

Do more with InvestNext integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate InvestNext integrations with Zapier's templates

Create rows in Google Sheets for new opportunities in InvestNext

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

Create or update ActiveCampaign contacts from new InvestNext form submissions

Create or update HubSpot contacts from new InvestNext opportunities

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

Create new HubSpot contacts from InvestNext form submissions

Create rows in Google Sheets for new opportunities in InvestNext

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

Create or update ActiveCampaign contacts from new InvestNext form submissions

Create or update HubSpot contacts from new InvestNext opportunities

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

Create new HubSpot contacts from InvestNext form submissions

Create contacts in InvestNext for new or updated subscribers in Mailchimp

Create contacts in InvestNext for new or updated subscribers in Mailchimp

Supported triggers and actions

InvestNext Help & Support

Common issues

How to Get Started with InvestNext on Zapier

Popular InvestNext Integrations

Popular InvestNext Integrations

InvestNext Integrations

Do more with InvestNext integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create rows in Google Sheets for new opportunities in InvestNext

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

Create or update ActiveCampaign contacts from new InvestNext form submissions

Create or update HubSpot contacts from new InvestNext opportunities

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

Create new HubSpot contacts from InvestNext form submissions

Create rows in Google Sheets for new opportunities in InvestNext

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

Create or update ActiveCampaign contacts from new InvestNext form submissions

Create or update HubSpot contacts from new InvestNext opportunities

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

Create new HubSpot contacts from InvestNext form submissions

Create contacts in InvestNext for new or updated subscribers in Mailchimp

Create contacts in InvestNext for new or updated subscribers in Mailchimp

InvestNext Help & Support

Common issues

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Popular InvestNext Integrations

Popular InvestNext Integrations

How to Get Started with InvestNext on Zapier