FreedomSoft + InvestorLift

Create buyer leads in FreedomSoft for every new inquiry in InvestorLift

Enhance your real estate investment efficiency with this specific workflow. When a new inquiry lands in your InvestorLift, it immediately generates a buyer lead in FreedomSoft. This seamless process helps prevent potential leads from slipping through the cracks, thereby optimizing your time management concerning your investments.

When this happens...
New Inquiry
Triggers when there's a new Inquiry.
TriggerInstant
automatically do this!
Create Buyer Lead
Finds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
ActionWrite

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Supported triggers and actions

New Buyer
Triggers when there's a new Buyer.
Trigger
Instant
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New Lead
Triggers when there's a new Lead.
Trigger
Instant
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New Offer
Triggers when there's a new Offer.
Trigger
Instant
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Update Lead
Triggers when Lead updated.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last NameRequired
- Phone Number
- Password
- Password Confirmation
- Company Address
- Website URL
- Asking Price Min
- Asking Price Max
- Year Built Min
- Year Built Max
- Square Footage Min
- Square Footage Max
- Bedrooms Min
- Bedrooms Max
- Bathrooms Min
- Bathrooms Max
- Owner Occupied
Action
Write

Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
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New Contact
Triggers when a new contact record is created, including during bulk imports.
Trigger
Instant
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New Task
Triggers when a new task record is created.
Trigger
Instant
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Create Buyer Lead
Creates a buyer lead, optionally associated with a lead campaign.
Action
Write
Create Seller Lead
Creates a seller lead, optionally associated with a lead campaign.
Action
Write
- Buyer Lead IDRequired
- StatusRequired
Action
Write
- Search OnRequired
- Search ValueRequired
Action
Search

New Inquiry
Triggers when there's a new Inquiry.
Trigger
Instant
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New Loan Lead
Triggers when there's a new Loan Lead (available only for Lenders).
Trigger
Instant
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Offer Accepted
Triggers when Offer Accepted.
Trigger
Instant
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- 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
- 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
New Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
Trigger
Instant
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New Seller Lead
Triggers when a new seller lead is created, including during bulk imports.
Trigger
Instant
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Seller Lead Status Updated
Triggers when a seller lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
Try It
Create Contact
Creates a new contact.
Action
Write
- TitleRequired
- DescriptionRequired
- Due DateRequired
- Due Time
- Lead Type
- Lead Id
- Assign to User
- Create a Reminder?
- Reminder Value
- Reminder Option
Action
Write
- Seller Lead IDRequired
- StatusRequired
Action
Write
- Search OnRequired
- Search ValueRequired
Action
Search