InvestNext + LeadConnector
Add or update LeadConnector contacts with new InvestNext form submissions
When a form is submitted in the InvestNext app, this seamless workflow instantly updates or adds a new contact in the LeadConnector app. This streamlined process eliminates redundant data entry, ensuring your contact list in LeadConnector is always up-to-date with your latest InvestNext submissions. Perfect for businesses using InvestNext and LeadConnector, this automation saves you time and boosts your efficiency.
When a form is submitted in the InvestNext app, this seamless workflow instantly updates or adds a new contact in the LeadConnector app. This streamlined process eliminates redundant data entry, ensuring your contact list in LeadConnector is always up-to-date with your latest InvestNext submissions. Perfect for businesses using InvestNext and LeadConnector, this automation saves you time and boosts your efficiency.
- When this happens...Form Submission
Trigger when a new form is submitted
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Dynamic Fields
Try ItNew Opportunity
Triggers when a new opportunity is created
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Phone Number
Send Invite To Investor Portal?
Update Existing Contact Record?
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
Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Try ItUpdated Opportunity Stage
Triggers when an opportunity stage is updated
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
