InvestorLift + Salesforce
Create Salesforce leads from new InvestorLift buyers
Streamline your lead management process with this efficient workflow. As soon as a new buyer is registered in InvestorLift, a lead is instantly created in Salesforce. This automation provides a seamless data transfer, helping your sales team respond promptly to potential clients and boost conversion rates. Stay on top of your sales game by keeping your Salesforce lead list up-to-date.
Streamline your lead management process with this efficient workflow. As soon as a new buyer is registered in InvestorLift, a lead is instantly created in Salesforce. This automation provides a seamless data transfer, helping your sales team respond promptly to potential clients and boost conversion rates. Stay on top of your sales game by keeping your Salesforce lead list up-to-date.
- When this happens...New Buyer
Triggers when there's a new Buyer.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
New Buyer
Triggers when there's a new Buyer.
Try ItNew Lead
Triggers when there's a new Lead.
Try ItNew Offer
Triggers when there's a new Offer.
Try ItUpdate Lead
Triggers when Lead updated.
Try It
New Inquiry
Triggers when there's a new Inquiry.
Try ItNew Loan Lead
Triggers when there's a new Loan Lead (available only for Lenders).
Try ItOffer Accepted
Triggers when Offer Accepted.
Try ItStreet 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
