InvestorLift integration with InvestorFuse
How to Create new InvestorFuse opportunities from new InvestorLift leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new InvestorFuse opportunities from new InvestorLift leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate InvestorFuse integrations
InvestorFuse actions
Nekton can use any feature that is available in InvestorFuse API.
Using our advanced AI, you can easily create custom automations for InvestorFuse.
Here are some typical actions you can do in your automated workflows.
Create a New Opportunity
Creates an Opportunity
About InvestorFuse
InvestorFuse is a lead conversion system for Real Estate Investors.