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Set up your first integration
Quickly connect InvestorBase to Google Sheets with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate InvestorBase with Google Sheets - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Buyer Export Event" from InvestorBase.
Add your action
An action happens after the trigger—such as "Create Spreadsheet Column" in Google Sheets.
You’re connected!
Zapier seamlessly connects InvestorBase and Google Sheets, automating your workflow.
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.
- New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItTriggerInstant - Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant
- Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try ItTriggerInstant - No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerPolling- Drive
- SpreadsheetRequired
Try ItTriggerPolling
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