InvestorBase + REsimpli 3.0
InvestorBase + REsimpli 3.0
Create leads in REsimpli 3.0 from new buyer export events in InvestorBase
When a new buyer export event is detected in InvestorBase, this workflow promptly generates a lead in REsimpli 3.0. This seamless process saves time, enhances efficiency, and ensures no lead is missed in your real estate business. Enjoy the convenience of having your client information organized and at your fingertips without any extra intervention.
- When this happens...New Buyer Export EventTriggers when you click "Send to Zapier" on a buyer.
- automatically do this!Create LeadCreates a new lead in CRM.
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More things you can do with InvestorBase and REsimpli 3.0
Discover other triggers and actions you can use with InvestorBase and REsimpli 3.0
- New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItTriggerInstant - Multiple Buyers Export Event
Triggers when you click "Send to Zapier" after selecting multiple buyers.
Try ItTriggerInstant - Send Offer Details Event
Triggers when someone submits an offer in one of your listings
Try ItTriggerInstant - Create Buyer(Beta)
Creates a new Buyer/Agents.
ActionWrite
- Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try ItTriggerInstant - Multiple Buyers List Automation Event
Triggers when multiple buyers from your buyer list are selected.
Try ItTriggerInstant - NameRequired
- Email
- Phone
- Full Address
- Is a Flipper?
- Is a Landlord?
- Buys: Single Family Residence
- Buys: Multi Family Residence
- Buys: Condo
- Buys: Land
- Buys: Mobile Home
- Buys: Other
- Notes
- Is Buyer VIP?
- Max Purchase Price
- Min Purchase Price
- Max Renovation Budget
- Oldest Year Built
- Company Name
- Doesn't Buy: Septic
- Doesn't Buy: Multi Lane Road
- Doesn't Buy: Well Water
- Doesn't Buy: Commercial Adjacent
- Doesn't Buy: HOA
- Doesn't Buy: Pool
ActionWrite- Create Lead
Creates a new lead in CRM.
ActionWrite
