InvestorLift + Microsoft Teams

Send a Microsoft Teams chat message each time new inquiries are made in InvestorLift

When a new inquiry arises in InvestorLift, stay connected and informed by sending a direct chat message in Microsoft Teams. This workflow aids in prompt communication and responses, ensuring your team is always up-to-date with investor interests. Keep your investment team in the loop effortlessly with this simple yet effective automation.

When a new inquiry arises in InvestorLift, stay connected and informed by sending a direct chat message in Microsoft Teams. This workflow aids in prompt communication and responses, ensuring your team is always up-to-date with investor interests. Keep your investment team in the loop effortlessly with this simple yet effective automation.

  1. When this happens...
    InvestorLiftInvestorLift
    New Inquiry

    Triggers when there's a new Inquiry.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message to an existing chat.

    ActionWrite
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Supported triggers and actions

  • InvestorLift triggers, actions, and search

    New Loan Lead

    Triggers when there's a new Loan Lead (available only for Lenders).

    Trigger
    Instant
    Try It
    • 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
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investorlift logo

About InvestorLift

InvestorLift's software powers the most profitable real estate investing businesses in America.

Related categories

  • Sales & CRM
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microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn more

Related categories

  • Microsoft
  • Team Chat

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