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InvestorLift + Zoho CRM

Create Zoho CRM module entries for new InvestorLift buyers

Effortlessly keep track of new buyers in your InvestorLift app by utilizing this workflow to create corresponding entries in your Zoho CRM. Whenever a new buyer is added in InvestorLift, their information will be captured and used to generate a module entry in Zoho CRM. This way, you can stay organized and maintain up-to-date records without any manual intervention.

Effortlessly keep track of new buyers in your InvestorLift app by utilizing this workflow to create corresponding entries in your Zoho CRM. Whenever a new buyer is added in InvestorLift, their information will be captured and used to generate a module entry in Zoho CRM. This way, you can stay organized and maintain up-to-date records without any manual intervention.

  1. When this happens...
    InvestorLiftInvestorLift
    New Buyer

    Triggers when there's a new Buyer.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
  • InvestorLift triggers, actions, and search

    New Buyer

    Triggers when there's a new Buyer.

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    New Loan Lead

    Triggers when there's a new Loan Lead (available only for Lenders).

    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
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investorlift logo

About InvestorLift

InvestorLift's software powers the most profitable real estate investing businesses in America.
Learn more

Related categories

  • Sales & CRM
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