Add investors in Visible from new pushes with fields
When researching potential investors, push the Zapier Chrome extension to automatically add the investor to your pipeline. Setup custom fields in Visible to send website, notes and more!
When researching potential investors, push the Zapier Chrome extension to automatically add the investor to your pipeline. Setup custom fields in Visible to send website, notes and more!
- When this happens...New Push
When you trigger this Zap from the Zapier Chrome extension, by default it will include the website’s title, URL, timestamp, and who triggered the Zap. You can add additional Input Fields if you’d like to include more information.
- automatically do this!Create Investor
Creates a new investor in a fundraising pipeline
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- 14 day trial for premium features & apps
Instructions
Input Fields (Optional)
Try ItCompanyRequired
RequestRequired
Try ItCompanyRequired
EmailRequired
First Name
Last Name
Title
CompanyRequired
NameRequired
Website URL
Point of Contact: Email
Point of Contact: First Name
Point of Contact: Last Name
Point of Contact: Title
Message TitleRequired
Message DetailsRequired
CompanyRequired
Fundraising PipelineRequired
StageRequired
NameRequired
Amount
Point of Contact: Email
Point of Contact: First Name
Point of Contact: Last Name
Point of Contact: Title
Notes
CompanyRequired
MetricRequired
Date
Value
CompanyRequired
MetricRequired
Date
ValueRequired