InvestorLift + Salesforce
Create Salesforce contacts from new InvestorLift buyers
Experience seamless management of new buyers with this integrated workflow. Once a new buyer is onboarded in InvestorLift, their information is instantly sent to Salesforce, generating a new contact entry. This efficient process ensures accurate data consistency, saves time on manual entries, and significantly enhances your ability to manage buyer contacts with the ultimate efficiency. Harness the power of continuity between InvestorLift and Salesforce, making your work significantly more streamlined.
Experience seamless management of new buyers with this integrated workflow. Once a new buyer is onboarded in InvestorLift, their information is instantly sent to Salesforce, generating a new contact entry. This efficient process ensures accurate data consistency, saves time on manual entries, and significantly enhances your ability to manage buyer contacts with the ultimate efficiency. Harness the power of continuity between InvestorLift and Salesforce, making your work significantly more streamlined.
- When this happens...New Buyer
Triggers when there's a new Buyer.
- automatically do this!Create Contact
Creates a new contact.
- 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
