What This Automation Does
This automation updates an existing deal in your CRM when an opportunity in InvestNext receives its first investment. It ensures your CRM reflects the moment funding begins without requiring manual updates.
By syncing initial investment activity to your CRM, your team can track funding milestones, monitor deal momentum, and maintain accurate deal records across systems.
When You Should Use This
Use this automation if you:
Track fundraising or investment opportunities in InvestNext
Manage deal pipelines or investor activity in a CRM such as HubSpot
Want your CRM deals to reflect when funding begins
Need better visibility into investment milestones within your CRM
How the Automation Works
At a high level, this automation follows three steps:
An opportunity receives its first investment in InvestNext
Zapier detects the initial funding event
The corresponding deal in your CRM is located and updated
This ensures your CRM reflects when fundraising activity begins for each opportunity.
Step-by-Step Setup Instructions
Step 1: Create a New Zap in Zapier
Log in to Zapier and click Create Zap to start building the automation.
Step 2: Configure the InvestNext Trigger
Select InvestNext as the trigger app
Choose Initial Funding for Opportunity as the trigger event
Connect your InvestNext account if prompted
Test the trigger to retrieve a sample funding event
Testing the trigger allows Zapier to pull example data used for field mapping later.
Output Data
Below is an example of the data output from an Initial Funding for Opportunity. The Opportunity ID will be used as the unique identifier for updating respective stages in your deal pipeline.
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
Add another action step in Zapier
Select your CRM again as the action app
Choose Update Deal as the action event
Map relevant opportunity or funding fields to CRM deal properties
Step 5: Test and Turn On the Zap
Run a test to update a sample deal in your CRM
Confirm the deal record updates correctly
Turn the Zap On once everything looks correct
After activation, CRM deals will automatically update when an opportunity receives its first investment.
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
Funding updates do not appear in CRM
Confirm the trigger event is correctly configured
Test the Zap using a recent funding event from InvestNext
Notes & Limitations
This automation updates deals associated with InvestNext opportunities
The CRM deal must contain the InvestNext Opportunity ID to match records correctly
Related Automations
Create CRM Deals Automatically When New Opportunities Are Added in InvestNext
Keep Your CRM Deal Pipeline in Sync with InvestNext Opportunity Stages
Automatically Update CRM Deals with Accreditation Status from InvestNext