What This Automation Does
This automation updates an existing deal in your CRM whenever the stage of an opportunity changes in InvestNext. It ensures your CRM pipeline always reflects the most current deal status without requiring manual updates.
By syncing opportunity stage changes from InvestNext to your CRM, your team can track deal progress, monitor fundraising activity, and maintain accurate reporting across systems.
When You Should Use This
Use this automation if you:
Manage opportunities and deal progress in InvestNext
Track deal pipelines or fundraising activity in a CRM such as HubSpot
Want your CRM deal stages to stay aligned with InvestNext opportunity stages
Need your team to have accurate pipeline visibility in your CRM
How the Automation Works
At a high level, this automation follows three steps:
An opportunity stage is updated in InvestNext
Zapier detects the stage update
The matching deal in your CRM is found and updated
This ensures your CRM deal pipeline stays aligned with the current opportunity status in InvestNext.
Step-by-Step Setup Instructions
Step 1: Create a New Zap in Zapier
Log in to Zapier and click Create Zap to begin building the automation.
Step 2: Configure the InvestNext Trigger
Select InvestNext (4.0) as the trigger app
Choose the Updated Opportunity Stage as the trigger event
Connect your InvestNext account if prompted
Test the trigger to retrieve a sample opportunity
Output Data
Below is an example of the data output from an Updated Opportunity Stage. The Opportunity ID
Step 3: Find the Matching CRM Deal
Select your CRM (for example, HubSpot) as the action app
Choose Find Deal as the action event
Configure the search to locate the deal using the InvestNext Opportunity ID
This step ensures the correct CRM deal is located before updating it.
Step 4: Update the CRM Deal Stage
Add a new action step in Zapier
Select your CRM again as the action app
Choose Update Deal as the action event
Select the Object ID from the previous step Find Deal
Map the updated InvestNext Opportunity Stage to the corresponding CRM deal stage
This step keeps the CRM deal pipeline aligned with the opportunity status in InvestNext.
Step 5: Test and Turn On the Zap
Run a test to update a sample deal in your CRM
Confirm the deal stage changes correctly in your CRM pipeline
Turn the Zap On once everything looks correct
After activation, any opportunity stage change in InvestNext will automatically update the corresponding CRM deal.
Common Issues & Troubleshooting
Deals are not being updated
Confirm the Zap is turned on
Verify the CRM deal contains the correct InvestNext Opportunity ID
Check Zapier run history for errors
Update Deal has mapped the three fields noted in Step 4: Update the CRM Deal Stage
Incorrect deals are updated
Confirm the Find Deal step is using the correct field to match the opportunity
Ensure the Opportunity ID is unique and correctly stored in your CRM
Notes & Limitations
This automation updates deals that were originally created from InvestNext opportunities
The CRM deal must contain the InvestNext Opportunity ID to allow Zapier to match records
Zap processing time may vary slightly depending on your Zapier plan
Related Automations
Create CRM Deals Automatically When New Opportunities Are Added in InvestNext
Automatically Update CRM Deals with Accreditation Status from InvestNext
Track Initial Investment Funding in Your CRM from InvestNext