InvestorBase + LeadConnector
Create new LeadConnector opportunities from updated InvestorBase buyer exports
Streamline your lead management process with this powerful workflow. Whenever a new buyer export event occurs in InvestorBase, it instantly adds or updates an opportunity in LeadConnector. This ensures that you are always on top of the latest investor opportunities, boosting efficiency and productivity. This automation aids in closely tracking your prospects, saving you valuable time and helping to nurture your leads more effectively.
Streamline your lead management process with this powerful workflow. Whenever a new buyer export event occurs in InvestorBase, it instantly adds or updates an opportunity in LeadConnector. This ensures that you are always on top of the latest investor opportunities, boosting efficiency and productivity. This automation aids in closely tracking your prospects, saving you valuable time and helping to nurture your leads more effectively.
- When this happens...New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItSend Offer Details Event
Triggers when someone submits an offer in one of your listings
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try ItNameRequired
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
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
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)
