Zapier integration
ETA May 2025
March 17, 2025
flag
May 31, 2025
Receiving and sending data.
Ideas from users:
- I would love Invelo to have Zapier Integration to Add/Update Contact because I receive Facebook Lead information with the Sellers First Name, Last Name, Phone Number & Email.
- 2/3 of properties I work on have 2 owners. It would be better to be able to import all contacts (at least 2, if not all) to Invelo via Zapier integration.
- Create a Zap or IFTTT that integrates Invelo with Google Calendar, where an Invelo event trigger Creates a detailed event on a Google Calendar.
possible triggers
- when a task is created
- when prospect becomes lead
- when a lead / prospect is assigned to User
i.e. a Setter (cold caller) user changes assignment to a Closer user.
- We have our BatchDialer account tied to Invelo so when we label the lead in Batch as interested it pushes the contact to New Leads in Invelo through Zapier. I really want the lead to also go to our Slack channel but the way Zapier is set up and can't push them to 2 different places at once. I tried to set up a Zap that once a prospect is moved to new leads it would trigger an action to send the lead information to our slack channel. Unfortunately Invelo does have the ability to do this.
- I want to use zapier to push property data to other databases. Sheets, gohighlevel, MOJO...
Apn, bedrooms, bathrooms, etc
- Please include support for custom fields with the Zapier integration - right now the only way to use them during import is manually importing... which takes away the option to use Zapier to automate importing for those that use custom fields. Thanks!
- We use Launch Control to generate leads from SMS marketing. I have intergrated Launch Control to Invelo via Zapier. I am requesting there be a feild to push to the conversation from launch control to Invelo into the contact notes section or communcation section.