InvestorLift + LeadConnector

Manage new InvestorLift inquiries by updating contacts in LeadConnector

Keep your investor leads sorted and updated with this automation workflow. When you receive a new inquiry on InvestorLift, it will result in a Contact Add/Update inside LeadConnector right away. This ensures a seamless flow of information and quick responses to each investor inquiry. Manage your leads effectively and make every interaction count.

When this happens...
New Inquiry
Triggers when there's a new Inquiry.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Buyer
Triggers when there's a new Buyer.
Trigger
Instant
Try It
New Lead
Triggers when there's a new Lead.
Trigger
Instant
Try It
New Offer
Triggers when there's a new Offer.
Trigger
Instant
Try It
Update Lead
Triggers when Lead updated.
Trigger
Instant
Try It
- EmailRequired
- First NameRequired
- Last NameRequired
- Phone Number
- Password
- Password Confirmation
- Company Address
- Website URL
- Asking Price Min
- Asking Price Max
- Year Built Min
- Year Built Max
- Square Footage Min
- Square Footage Max
- Bedrooms Min
- Bedrooms Max
- Bathrooms Min
- Bathrooms Max
- Owner Occupied
Action
Write

- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- 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

New Inquiry
Triggers when there's a new Inquiry.
Trigger
Instant
Try It
New Loan Lead
Triggers when there's a new Loan Lead (available only for Lenders).
Trigger
Instant
Try It
Offer Accepted
Triggers when Offer Accepted.
Trigger
Instant
Try It
- Street AddressRequired
- CityRequired
- CountyRequired
- StateRequired
- ZipRequired
- LatitudeRequired
- LongitudeRequired
- Countertops
- Appliances
- Kitchen
- Bathrooms Condition
- Yard
- Exterior
- Priority
- Timeframe
- Feel
- Asking Price
- Bathrooms
- Half Bathrooms
- Bedrooms
- EmailRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Contact Me
- Message
- Zestimate
- Unit
- Year Built
- Lot Size
- Square Footage
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- Note
- Google Click ID
- Microsoft Click ID
Action
Write
- Street AddressRequired
- CityRequired
- CountyRequired
- StateRequired
- ZipRequired
- LatitudeRequired
- LongitudeRequired
- Countertops
- Appliances
- Kitchen
- Bathrooms Condition
- Yard
- Exterior
- Priority
- Timeframe
- Feel
- Asking Price
- Bathrooms
- Half Bathrooms
- Bedrooms
- EmailRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Contact Me
- Message
- Zestimate
- Unit
- Year Built
- Lot Size
- Square Footage
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- Note
- Google Click ID
- Microsoft Click ID
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