InvestorBase + REsimpli 3.0
Create leads in REsimpli 3.0 from new buyer export events in InvestorBase
When a new buyer export event is detected in InvestorBase, this workflow promptly generates a lead in REsimpli 3.0. This seamless process saves time, enhances efficiency, and ensures no lead is missed in your real estate business. Enjoy the convenience of having your client information organized and at your fingertips without any extra intervention.
When a new buyer export event is detected in InvestorBase, this workflow promptly generates a lead in REsimpli 3.0. This seamless process saves time, enhances efficiency, and ensures no lead is missed in your real estate business. Enjoy the convenience of having your client information organized and at your fingertips without any extra intervention.
- When this happens...New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
- automatically do this!Create Lead
Creates a new lead in CRM.
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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 ItCreate Buyer(Beta)
Creates a new Buyer/Agents.
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
Create Lead
Creates a new lead in CRM.
