InvestorBase + Salesforce

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.

  1. When this happens...
    InvestorBaseInvestorBase
    New Buyer Export Event

    Triggers when you click "Send to Zapier" on a buyer.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

  • InvestorBase triggers, actions, and search

    Buyers List Automation Event

    Triggers when "Send to Zapier" is clicked in the buyers page.

    Trigger
    Instant
    Try It
    • 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
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
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About InvestorBase

InvestorBase is a tool for real estate investors to find house flippers and landlords.
Learn more

Related categories

  • CRM (Customer Relationship Management)
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier