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InvestorLift + NetSuite

Update records in NetSuite when new leads come in from InvestorLift

Ease the process of managing your investor leads with this seamless workflow. When a new lead is captured in InvestorLift, this automation will concurrently update an existing record in NetSuite. The system's consistency in updating your database saves you time and ensures absolute accuracy. Harness the synergy of InvestorLift and NetSuite to streamline your leads management and focus on converting potential investors.

Ease the process of managing your investor leads with this seamless workflow. When a new lead is captured in InvestorLift, this automation will concurrently update an existing record in NetSuite. The system's consistency in updating your database saves you time and ensures absolute accuracy. Harness the synergy of InvestorLift and NetSuite to streamline your leads management and focus on converting potential investors.

  1. When this happens...
    InvestorLiftInvestorLift
    New Lead

    Triggers when there's a new Lead.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Update Record

    Updates an existing record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

  • InvestorLift triggers, actions, and search

    New Inquiry

    Triggers when there's a new Inquiry.

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    New Loan Lead

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

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    Offer Accepted

    Triggers when Offer Accepted.

    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
investorlift logo
investorlift logo

About InvestorLift

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

Related categories

  • Sales & CRM
netsuite logo
netsuite logo

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Learn more

Related categories

  • CRM (Customer Relationship Management)

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