1.Catches incoming investor submission
Integrate Webhooks by Zapier and data mapping tools to capture payload fields and to start investor onboarding automatically.
Add investor submission to nurture list and tracker
Automatically capture incoming investor submission payloads across Webhooks by Zapier and marketing contact tools. Create or update investor profiles and log submissions to your tracker—so you can follow up on funding context without manual spreadsheet updates.
How this automation logs investor submissions to your tracker
When an investor submission payload is received, delays can stall outreach and reporting. This automation captures the submission, finds or creates a Klaviyo subscriber, updates funding properties, and appends a Google Sheets row—so your team can follow up with accurate context.
Webhooks by Zapieror swap with your favorite app
2.Find or creates investor subscriber
Integrate Klaviyo and marketing lists to find by email and to add the investor to the configured list.
Klaviyoor swap with your favorite app
3.Updates investor funding properties
Integrate Klaviyo and custom profile fields to update subscriber properties and to store funding context and access info.
4.Appends investor row to tracker
Integrate Google Sheets and reporting tools to create a new spreadsheet row and to log investor details for triage.
Google Sheetsor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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