InvestNext Integrations

Name: Zapier
Availability: InStock

Put InvestNext to work with AI and enterprise-grade automation

Automate smarter with InvestNext and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Or pick an app to pair with

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Mailchimp

Marketing Automation

Salesmsg

Phone & SMS

Slack

Team Chat

MarketSharp

CRM (Customer Relationship Management)

Quo

Phone & SMS

Gmail

Email, Google

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Mailchimp

Marketing Automation

Salesmsg

Phone & SMS

Slack

Team Chat

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Mailchimp

Marketing Automation

Salesmsg

Phone & SMS

Slack

Team Chat

MarketSharp

CRM (Customer Relationship Management)

Quo

Phone & SMS

Gmail

Email, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create rows in Google Sheets for new opportunities in InvestNext
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InvestNext + Google Sheets
Update deals in HubSpot when new initial funding for opportunities occur in InvestNext
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InvestNext + HubSpot
Create or update ActiveCampaign contacts from new InvestNext form submissions
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InvestNext + ActiveCampaign
Create or update HubSpot contacts from new InvestNext opportunities
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InvestNext + HubSpot
Add new InvestNext opportunities to a HubSpot contact list when initial funding occurs
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InvestNext + HubSpot
Create new HubSpot contacts from InvestNext form submissions
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InvestNext + HubSpot

Create rows in Google Sheets for new opportunities in InvestNext

Details

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InvestNext + Google Sheets

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

Details

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InvestNext + HubSpot

Create or update ActiveCampaign contacts from new InvestNext form submissions

Details

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InvestNext + ActiveCampaign

Create or update HubSpot contacts from new InvestNext opportunities

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InvestNext + HubSpot

Add new InvestNext opportunities to a HubSpot contact list when initial funding occurs

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InvestNext + HubSpot

Create new HubSpot contacts from InvestNext form submissions

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InvestNext + HubSpot

Create contacts in InvestNext for new or updated subscribers in Mailchimp

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Mailchimp + InvestNext

Add new subscribers on Mailchimp when form submissions occur in InvestNext

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InvestNext + Mailchimp

Send emails in Gmail for new opportunities in InvestNext

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InvestNext + Gmail

Add or update LeadConnector contacts with new InvestNext form submissions

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InvestNext + LeadConnector

Send emails in Gmail for new form submissions in InvestNext

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InvestNext + Gmail

Create contacts in InvestNext for new or updated subscribers in Mailchimp
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Mailchimp + InvestNext
Add new subscribers on Mailchimp when form submissions occur in InvestNext
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InvestNext + Mailchimp
Send emails in Gmail for new opportunities in InvestNext
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InvestNext + Gmail
Add or update LeadConnector contacts with new InvestNext form submissions
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InvestNext + LeadConnector
Send emails in Gmail for new form submissions in InvestNext
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InvestNext + Gmail

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Dynamic Fields
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
Action
Write

Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Trigger
Instant
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Updated Opportunity Stage
Triggers when an opportunity stage is updated
Trigger
Instant
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InvestNext Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About InvestNext

InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

InvestNext Integrations

Put InvestNext to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create rows in Google Sheets for new opportunities in InvestNext

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

Create or update ActiveCampaign contacts from new InvestNext form submissions

Create or update HubSpot contacts from new InvestNext opportunities

Add new InvestNext opportunities to a HubSpot contact list when initial funding occurs

Create new HubSpot contacts from InvestNext form submissions

Create rows in Google Sheets for new opportunities in InvestNext

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

Create or update ActiveCampaign contacts from new InvestNext form submissions

Create or update HubSpot contacts from new InvestNext opportunities

Add new InvestNext opportunities to a HubSpot contact list when initial funding occurs

Create new HubSpot contacts from InvestNext form submissions

Create contacts in InvestNext for new or updated subscribers in Mailchimp

Add new subscribers on Mailchimp when form submissions occur in InvestNext

Send emails in Gmail for new opportunities in InvestNext

Add or update LeadConnector contacts with new InvestNext form submissions

Send emails in Gmail for new form submissions in InvestNext

Create contacts in InvestNext for new or updated subscribers in Mailchimp

Add new subscribers on Mailchimp when form submissions occur in InvestNext

Send emails in Gmail for new opportunities in InvestNext

Add or update LeadConnector contacts with new InvestNext form submissions

Send emails in Gmail for new form submissions in InvestNext

Supported triggers and actions