InvestNext + LeadConnector

InvestNext + LeadConnector integrations

Add or update LeadConnector contacts with new InvestNext form submissions

When a form is submitted in the InvestNext app, this seamless workflow instantly updates or adds a new contact in the LeadConnector app. This streamlined process eliminates redundant data entry, ensuring your contact list in LeadConnector is always up-to-date with your latest InvestNext submissions. Perfect for businesses using InvestNext and LeadConnector, this automation saves you time and boosts your efficiency.

When this happens...
Form SubmissionTrigger when a new form is submitted
TriggerPolling
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with InvestNext and LeadConnector

Discover other triggers and actions you can use with InvestNext and LeadConnector

- 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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write

- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
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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- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About InvestNext

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

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CRM (Customer Relationship Management)

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.