InvestorLift + Salesforce
Create new Salesforce contacts from new InvestorLift leads
Easily manage your leads and streamline your sales process with this workflow. When a new lead pops up in InvestorLift, a contact for that lead is promptly added to your Salesforce contacts list. It's the perfect solution for professionals who desire a seamless lead management and communication process, eliminating the need for tedious manual data entry.
Easily manage your leads and streamline your sales process with this workflow. When a new lead pops up in InvestorLift, a contact for that lead is promptly added to your Salesforce contacts list. It's the perfect solution for professionals who desire a seamless lead management and communication process, eliminating the need for tedious manual data entry.
- When this happens...New Lead
Triggers when there's a new Lead.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
New Buyer
Triggers when there's a new Buyer.
Try ItNew Lead
Triggers when there's a new Lead.
Try ItNew Offer
Triggers when there's a new Offer.
Try ItUpdate Lead
Triggers when Lead updated.
Try It
New Inquiry
Triggers when there's a new Inquiry.
Try ItNew Loan Lead
Triggers when there's a new Loan Lead (available only for Lenders).
Try ItOffer Accepted
Triggers when Offer Accepted.
Try ItStreet 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
