InvestorBase + InvestorFuse
Create new opportunities in InvestorFuse from new buyer export events in InvestorBase
When a new buyer export event occurs in InvestorBase, this workflow will quickly generate a new opportunity in InvestorFuse. This strengthens the connection between your investor engagement and potential investment opportunities, ensuring no potential investor falls through the cracks. By streamlining your investment processes, you can focus more on nurturing relationships and less on manual data entry.
When a new buyer export event occurs in InvestorBase, this workflow will quickly generate a new opportunity in InvestorFuse. This strengthens the connection between your investor engagement and potential investment opportunities, ensuring no potential investor falls through the cracks. By streamlining your investment processes, you can focus more on nurturing relationships and less on manual data entry.
- When this happens...New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
- automatically do this!Create a New Opportunity
Creates an Opportunity
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New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItTeamRequired
CampaignRequired
Seller Email
seller phone
Seller First Name
Seller Last Name
Mailing Street Address
Mailing City
Mailing State Code (ex FL)
Mailing Zip Code
Property Street Address
Property City
Property State Code (ex FL)
Property Zip Code
Motivation
Property Type
Is Listed
Price Listed
Bedrooms
Bathrooms
Size (sqft)
Size
Lot Size
Basement
occupancy
Year Built
repairs
Current Rent Price
Renting for
Going Rental Rate
mortgage
Monthly Payment
Market Value
Taxes
Asking Price
Listed Price
Reason For Selling
Time To Sell
Notes
Link To Files
Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try It
