What This Automation Does
This automation creates a new contact in your CRM whenever someone submits a form in InvestNext. It helps ensure new leads, investors, or contacts are captured immediately in your CRM without manual data entry, so your team can follow up faster and more consistently.
When You Should Use This
Use this automation if you:
Collect lead or investor information using InvestNext forms
Use a CRM (e.g., HubSpot or GoHighLevel) to manage contacts and follow-ups
Want to eliminate manual copying of form submission data
Need faster visibility into new submissions for sales or investor relations teams
How the Automation Works
At a high level, this automation follows three simple steps:
A form is submitted in InvestNext
Zapier captures the form submission details
A new contact is created in your CRM using the submitted information
Step-by-Step Setup Instructions
Step 1: Create a New Zap in Zapier
Log in to Zapier and click Create Zap to start a new automation.
Step 2: Configure the InvestNext Trigger
Select InvestNext (4.0) as the trigger app
Choose Form Submission as the trigger event
Connect your InvestNext account if prompted
Test the trigger to pull in a sample form submission
Output Data
Below is an example of the data output from a form submission.
Step 3: Configure the CRM Action
Select your CRM (for example, HubSpot) as the action app
Choose Create Contact as the action event
Connect your CRM account if prompted
Step 4: Map Form Fields to CRM Contact Fields
Configure the Zapier Action by mapping the fields from the InvestNext form to the appropriate contact fields in your CRM.
At a minimum, we recommend mapping:
Email Address → Email (required by most CRMs)
First Name → First Name
Last Name → Last Name
You can also map any additional fields collected on the form, such as phone number, company name, custom fields, etc. See this article for Customizing the InvestNext Form.
Step 5: Test and Publish the Zap
Run a test to confirm the contact is created successfully in your CRM
Review the created contact for accuracy
Turn the Zap On once everything looks correct
Common Issues & Troubleshooting
Contacts are not being created
Confirm the Zap is turned on
Check that required fields (especially email) are mapped
Review the Zap run history in Zapier for errors
Duplicate contacts are created
Enable duplicate detection or update logic within your CRM
Adjust the Zap to find and update existing contacts instead of always creating new ones
Notes & Limitations
This automation runs in one direction only (InvestNext → CRM)
Form submissions are processed in near real-time, but slight delays may occur
Field availability depends on the fields included in your InvestNext form
Related Automations
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Keep Your CRM Deal Pipeline in Sync with InvestNext Opportunity Stages