You can use Zapier to seamlessly transfer data between Investorlift and your preferred tools (like FreedomSoft, InvestorFuse, or Podio).
Our team has built ready-to-go connections for the most common use cases - sending leads or buyers from Investorlift to your CRM, or creating a buyer in Investorlift triggered by a CRM event.
1. Understand Zapier Vocabulary
Before setting up your Zaps, get familiar with the key Zapier terms:
Zap: An automated workflow that links your apps. Each Zap has a trigger and one or more actions.
Triggers: Events that start the data flow from one app to another.
Actions: Determine the direction and destination of the data flow.
Fields: Placeholders for the data you want to move. Field type dictates the kind of values you can input.
📚 Find more Investorlift Zaps on Zapier's Investorlift page.
2. Set Up Supported Triggers
Investorlift currently supports 6 triggers:
New Buyer: Triggers when there is a new buyer.
New Offer: Triggers when you receive a new offer.
Offer Accepted: Triggers when an offer is accepted.
Update Lead: Triggers when a lead is updated.
New Lead: Triggers when there is a new lead.
New Inquiry: Triggers when a new property inquiry is sent.
3. Use Supported Actions
Investorlift supports 2 actions, each designed to add a different type of information to the platform:
Create Buyer: Adds a buyer to your Investorlift account.
Post Lead: Adds a lead to your Investorlift account.
4. Reference Supported Fields
Each trigger contains dozens of fields. Here are the main ones for your reference.
New Buyer
Field | Description | Type |
String | ||
first_name | First Name | String |
last_name | Last Name | String |
company_name | Company Name | String |
company_address | Company Address | String |
score | Score | String |
New Offer / Offer Accepted
Field | Description | Type |
customer_id | Customer Id | Numeric |
property_id | Property Id | Numeric |
price | Price | String |
buyer_company | Buyer Company | String |
assignment_fee | Assignment Fee | Numeric |
user_id | User Id | Numeric |
property__street_address | Property Street Address | String |
property__full_address | Property Full Address | String |
property__property_page_url | Property Page URL | String |
New Lead / Update Lead
Field | Description | Type |
address | Address | String |
first_name | First Name | String |
last_name | Last Name | String |
String | ||
asking_price | Asking Price | String |
sqft | Square Footage | Numeric |
phone_number | Phone Number | String |
investorlift_lead_url | Investorlift Lead URL | String |
📚 What's next? See Connect Your CRM to Investorlift for a step-by-step guide on linking Investorlift with your preferred platform via Zapier.