InvestNext + LeadConnector

InvestNext + LeadConnector integrations

Manage new InvestNext leads by adding or updating them as contacts in LeadConnector

Stay organized and acutely responsive to any potential deals with this workflow. When a new lead is identified in InvestNext, it will instantaneously update or add this information as a contact in your LeadConnector. This efficient automation helps maintain your contact information consistently updated, ensuring you never miss an opportunity related to your investment leads.

When this happens...
Deal Room Lead TriggerTriggers when an investor visits a capital raise's dealroom
TriggerInstant
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

Accreditation Created or Updated
Triggers when a new accreditation is created or updated on a given investing account.
Trigger
Instant
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Sponsor Countersigned a Given E-Signature Document
Triggers when the sponsor has electronically countersigned a given e-signature document
Trigger
Instant
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Deleted Opportuntiy
Triggers when a new opportunity gets deleted
Trigger
Instant
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Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created
Trigger
Instant
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Updated Opportunity Stage
Triggers when an opportunity stage is updated
Trigger
Instant
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- Contact Id
  Required
Action
Write

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- 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

All Investors Have Signed a Given E-Signature Document
Triggers when all investors have electronically signed a given e-signature document
Trigger
Instant
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Deal Room Lead Trigger
Triggers when an investor visits a capital raise's dealroom
Trigger
Instant
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- Dynamic Fields
Trigger
Polling
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KYC Update
Triggers when a KYC request status changes
Trigger
Instant
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New Transaction
Triggers when a new transaction 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?
- team ids
Action
Write
- Project Id
  Required
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

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.