HubSpot + InvestorLift

Create HubSpot form submissions from new InvestorLift loan leads

Initiate a seamless workflow that springs into action whenever a new loan lead surfaces in InvestorLift. This setup uses the information from this lead to carve out a form submission in HubSpot, ensuring a swift response in your sales process. Perfect for streamlining data entry, this workflow aids in stellar organization and response time, turning leads into potential investors more efficiently.

Initiate a seamless workflow that springs into action whenever a new loan lead surfaces in InvestorLift. This setup uses the information from this lead to carve out a form submission in HubSpot, ensuring a swift response in your sales process. Perfect for streamlining data entry, this workflow aids in stellar organization and response time, turning leads into potential investors more efficiently.

  1. When this happens...
    InvestorLiftInvestorLift
    New Loan Lead

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

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Form Submission

    Creates a new submission for a selected form.

    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
    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
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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  • Marketing Automation

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About InvestorLift

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

Related categories

  • Sales & CRM