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How Zapier works

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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 HubSpot

An action is what takes place after the automation is triggered. For example, with HubSpot, the action could be "Add Contact to List."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected InvestNext to HubSpot

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

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Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

Level up your InvestNext to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect InvestNext and HubSpot 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.

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
    Polling
    Try It
  • InvestNext triggers, actions, and search
    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
    • Note
    • Additional properties to retrieve
    Trigger
    Polling
    Try It
  • InvestNext triggers, actions, and search
    Initial Funding for Opportunity

    Triggers when initial funding occurs on an opportunity

    Trigger
    Instant
    Try It
  • InvestNext triggers, actions, and search
    Updated Opportunity Stage

    Triggers when an opportunity stage is updated

    Trigger
    Instant
    Try It
    • Note
    • Additional properties to retrieve
    Trigger
    Polling
    Try It
    • Note
    • Additional properties to retrieve
    Trigger
    Polling
    Try It

Learn how to automate HubSpot on the Zapier blog

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