InvestorLift + LeadConnector

Create new opportunities in LeadConnector when InvestorLift captures new leads

Enhance your lead management process by seamlessly connecting InvestorLift with LeadConnector. When a new lead emerges in InvestorLift, this workflow initiates the process of adding or updating the opportunity within LeadConnector. It eases the way for businesses, eliminating manual data entry and ensuring that all lead information is promptly and accurately reflected in both systems. Experience the efficiency of streamlined sales operations and improved lead follow-up.

When this happens...
New Lead
Triggers when there's a new Lead.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
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