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Integrate InvestNext with Google Sheets to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate InvestNext with Google Sheets - no code necessary. See how you can get setup in minutes.

Select a trigger from InvestNext

A trigger is an event that starts your Zap and runs the workflow. For example, with InvestNext, a trigger could be "Form Submission."

A trigger is the event that kicks off your automated workflow.

Setup an action from Google Sheets

An action is what takes place after the automation is triggered. For example, with Google Sheets, the action could be "Create Spreadsheet Column."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected InvestNext to Google Sheets

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect InvestNext to Google Sheets with a Zapier template.

Our most popular template

Create InvestNext contacts from new Google Sheets rows
Details
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Google Sheets + InvestNext
Create new InvestNext contacts from new or updated rows in Google Sheets
Details
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Google Sheets + InvestNext
Create Google Sheets rows from new InvestNext form submissions
Details
Try it
InvestNext + Google Sheets
Create Google Sheets rows from updated InvestNext opportunities
Details
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InvestNext + Google Sheets

Create InvestNext contacts from new Google Sheets rows

Google Sheets + InvestNext

Create new InvestNext contacts from new or updated rows in Google Sheets

Google Sheets + InvestNext

Create Google Sheets rows from new InvestNext form submissions

InvestNext + Google Sheets

Create Google Sheets rows from updated InvestNext opportunities

InvestNext + Google Sheets

Make work flow with AI

Level up your InvestNext to Google Sheets integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect InvestNext and Google Sheets to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect InvestNext and Google Sheets to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Dynamic Fields
Trigger
Scheduled
Try It
Updated Opportunity Stage
Triggers when an opportunity stage is updated
Trigger
Instant
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
Try It
- Drive
Trigger
Scheduled
Try It
- No_team_drive
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Instant
Try It

- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Column_name
  Required
- Index
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write

- Title
  Required
- Spreadsheet to Copy
- Headers
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Headers
- Body
Action
Write
- Drive
- Spreadsheet
  Required
- Title
  Required
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search or write

New Opportunity
Triggers when a new opportunity is created
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
Action
Write
- No_team_drive
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Drive
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Copy Worksheet Destination
Action
Write
- Drive
- Spreadsheet
  Required
- Title
  Required
- Headers
- Overwrite existing worksheets
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
- Background Color
- Text Color
- Text Bold
- Text Italic
- Text Strikethrough
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
- Row Count
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Columns
  Required
- Row Count
- First Row
Action
Search
- Drive
- Spreadsheet
  Required
- Title
  Required
- Headers
- Overwrite existing worksheets
Action
Search or write

Automate Google Sheets: get inspired on the Zapier blog

About InvestNext

InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Learn more Help

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