Create new opportunities in InvestorFuse from new buyer export events in InvestorBase
When a new buyer export event occurs in InvestorBase, this workflow will quickly generate a new opportunity in InvestorFuse. This strengthens the connection between your investor engagement and potential investment opportunities, ensuring no potential investor falls through the cracks. By streamlining your investment processes, you can focus more on nurturing relationships and less on manual data entry.
- When this happens...New Buyer Export EventTriggers when you click "Send to Zapier" on a buyer.
- automatically do this!Create a New OpportunityCreates an Opportunity
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More things you can do with InvestorBase and InvestorFuse
Discover other triggers and actions you can use with InvestorBase and InvestorFuse
- New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItTriggerInstant - Multiple Buyers Export Event
Triggers when you click "Send to Zapier" after selecting multiple buyers.
Try ItTriggerInstant - Send Offer Details Event
Triggers when someone submits an offer in one of your listings
Try ItTriggerInstant - TeamRequired
- CampaignRequired
- Seller Email
- seller phone
- Seller First Name
- Seller Last Name
- Mailing Street Address
- Mailing City
- Mailing State Code (ex FL)
- Mailing Zip Code
- Property Street Address
- Property City
- Property State Code (ex FL)
- Property Zip Code
- Motivation
- Property Type
- Is Listed
- Price Listed
- Bedrooms
- Bathrooms
- Size (sqft)
- Size
- Lot Size
- Basement
- occupancy
- Year Built
- repairs
- Current Rent Price
- Renting for
- Going Rental Rate
- mortgage
- Monthly Payment
- Market Value
- Taxes
- Asking Price
- Listed Price
- Reason For Selling
- Time To Sell
- Notes
- Link To Files
ActionWrite
- Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try ItTriggerInstant - Multiple Buyers List Automation Event
Triggers when multiple buyers from your buyer list are selected.
Try ItTriggerInstant - NameRequired
- Email
- Phone
- Full Address
- Is a Flipper?
- Is a Landlord?
- Buys: Single Family Residence
- Buys: Multi Family Residence
- Buys: Condo
- Buys: Land
- Buys: Mobile Home
- Buys: Other
- Notes
- Is Buyer VIP?
- Max Purchase Price
- Min Purchase Price
- Max Renovation Budget
- Oldest Year Built
- Company Name
- Doesn't Buy: Septic
- Doesn't Buy: Multi Lane Road
- Doesn't Buy: Well Water
- Doesn't Buy: Commercial Adjacent
- Doesn't Buy: HOA
- Doesn't Buy: Pool
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