1.Catch Hook incoming investor payload
Integrate Webhooks by Zapier and mapping tools to receive the incoming investor payload and map source fields to flow output fields.
Add incoming investor leads to funnel audience
Automatically catch incoming investor payloads across Webhooks by Zapier and Klaviyo. Create and update when investor signup payloads arrive or new emails come in or identifiers are matchedβso you can create subscribers, update investor profiles, and save access links without manual audience updates.
How this automation adds investor leads to your audience
When incoming investor payloads arrive, leads can sit unassigned and marketing outreach can go out without a working access link. This automation captures investor signup data and creates or updates Klaviyo subscribers with attributes and an access linkβso your team can reach investors quickly.
Webhooks by Zapieror swap with your favorite app
2.Build access link from identifiers
Integrate Formatter by Zapier and URL pattern tools to construct the investor access URL using deal and investor identifiers from the payload.
Formatter by Zapieror swap with your favorite app
3.Find or create subscriber
Integrate Klaviyo and audience management tools to search by email, map investor attributes, and add the investor to the configured audience.
Klaviyoor swap with your favorite app
4.Update subscriber properties
Integrate Klaviyo and profile data tools to update custom properties and store the constructed access link in the subscriber profile.
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