Create new Salesforce contacts from InvestorBase new buyer export events
Streamline your workflow with this seamless automation. Whenever there's a New Buyer Export Event in your InvestorBase platform, it immediately creates a new contact in your Salesforce app. This elevates your efficiency by eliminating the need for manual data entry, ensuring your Salesforce contacts always stay up-to-date with InvestorBase events. Enhance your productivity while staying organized and well-informed.
Streamline your workflow with this seamless automation. Whenever there's a New Buyer Export Event in your InvestorBase platform, it immediately creates a new contact in your Salesforce app. This elevates your efficiency by eliminating the need for manual data entry, ensuring your Salesforce contacts always stay up-to-date with InvestorBase events. Enhance your productivity while staying organized and well-informed.
- When this happens...New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
- automatically do this!Create Contact
Creates a new contact.
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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 ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
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
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It