InvestorBase + LeadConnector
Add new InvestorBase buyers as LeadConnector/GHL contacts
When you find a new buyer on an InvestorBase search and want to add them to your LeadConnector/GHL contacts, run this automation to seamlessly load their data directly into your contacts list.
When you find a new buyer on an InvestorBase search and want to add them to your LeadConnector/GHL contacts, run this automation to seamlessly load their data directly into your contacts list.
- When this happens...New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
