InvestorLift + NetSuite

Update NetSuite records when new InvestorLift leads are detected

Ease the process of tracking your new leads from InvestorLift on NetSuite. With this workflow, every time a new lead appears in InvestorLift, their relevant details will be used to promptly update a record on NetSuite. This ensures that your NetSuite records stay current and accurate, reducing manual data entry errors and saving you precious time, enabling you to focus more on nurturing your leads.

Ease the process of tracking your new leads from InvestorLift on NetSuite. With this workflow, every time a new lead appears in InvestorLift, their relevant details will be used to promptly update a record on NetSuite. This ensures that your NetSuite records stay current and accurate, reducing manual data entry errors and saving you precious time, enabling you to focus more on nurturing your leads.

  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 Loan Lead

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

    Trigger
    Instant
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    • 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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About InvestorLift

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

Related categories

  • Sales & CRM
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About NetSuite

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

  • CRM (Customer Relationship Management)