InvestorBase + LeadConnector
Automate buyer list updates in InvestorBase to add or update contacts in LeadConnector
When a new buyer's list event occurs in InvestorBase, easily manage your leads by updating or adding a contact in LeadConnector. This automation workflow simplifies your lead management by ensuring every potential investor from InvestorBase is instantly captured in LeadConnector. Save time, enhance efficiency, and keep track of your leads effectively with this seamless integration.
When a new buyer's list event occurs in InvestorBase, easily manage your leads by updating or adding a contact in LeadConnector. This automation workflow simplifies your lead management by ensuring every potential investor from InvestorBase is instantly captured in LeadConnector. Save time, enhance efficiency, and keep track of your leads effectively with this seamless integration.
- When this happens...Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
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)
