Connect InvestNext and LeadConnector to unlock the power of automation
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Set up your first integration
Quickly connect InvestNext to LeadConnector with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate InvestNext with LeadConnector - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from InvestNext.
Add your action
An action happens after the trigger—such as "Add/Update Contact" in LeadConnector.
You’re connected!
Zapier seamlessly connects InvestNext and LeadConnector, automating your workflow.
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
Try ItTriggerPolling- New Opportunity
Triggers when a new opportunity is created
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
ActionWrite- First 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
ActionWrite
- Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Try ItTriggerInstant - Updated Opportunity Stage
Triggers when an opportunity stage is updated
Try ItTriggerInstant - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite
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Connect InvestNext and LeadConnector to integrate crucial parts of your business
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