1.Detect new buyer
Integrate InvestorLift and lead intake tools to trigger lead creation when a new buyer event happens.
Create CRM lead and assign agent from investor lead
Automatically monitor new buyer records across InvestorLift, Follow Up Boss, and Gmail. Automatically create and update when new buyer arrives or buyer record is submitted or duplicate tags are missingβso you can create contacts, assign owners, and notify agents without manual lead entry.
How this automation accelerates same-day lead follow-up
When new buyer records arrive from InvestorLift, qualified leads can stall while agents enter details and route work. This automation creates contacts and assigns owners, adds deal tags and notifies the right ownerβso your team can respond same day.
InvestorLiftor swap with your favorite app
2.Create contact record
Integrate Follow Up Boss and CRM contact tools to create a new contact and map buyer fields to contact data.
Follow Up Bossor swap with your favorite app
3.Assign contact owner
Integrate Follow Up Boss and lead routing rules to assign the new contact owner using the configured agent id.
4.Add collaborators
Integrate Follow Up Boss and team visibility tools to add collaborators to the contact for shared accountability.
5.Continue only if qualified
Integrate Filter by Zapier and duplicate checks to continue only when the contact lacks the deal tag or marker.
Filter by Zapieror swap with your favorite app
6.Add deal tag
Integrate Follow Up Boss and tagging tools to add the configured deal-type tag to mark opportunity type.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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