InvestorBase + LeadConnector

Export multiple buyers from InvestorBase and add or update contacts in LeadConnector

Streamline and optimize your lead management process with this efficient workflow. When a Multiple Buyers Export event occurs in InvestorBase, it will trigger a seamless update or addition of a contact in LeadConnector. This smooth process ensures your lead details stay current and accurate, saving you valuable time, enhancing your lead nurturing strategy, and facilitating efficient communication.

When this happens...
Multiple Buyers Export Event
Triggers when you click "Send to Zapier" after selecting multiple buyers.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Trigger
Instant
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Multiple Buyers Export Event
Triggers when you click "Send to Zapier" after selecting multiple buyers.
Trigger
Instant
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Send Offer Details Event
Triggers when someone submits an offer in one of your listings
Trigger
Instant
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- In PipelineRequired
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Trigger
Instant
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Multiple Buyers List Automation Event
Triggers when multiple buyers from your buyer list are selected.
Trigger
Instant
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- 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
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 LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- 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)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- 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