Push investor contacts, deal updates, and AI-drafted messages to GoHighLevel, Podio, REsimpli, Salesforce, or any of 7,000+ apps through Zapier. No code required.
You find investors in Deal Run, then manually copy names, phones, and emails into your CRM. You rewrite the same intro message for each one. Leads fall through the cracks between tools.
Select investors from your search, click Push to CRM, and they appear in GoHighLevel, Podio, or whatever you use -- complete with AI-drafted text and email messages customized for each buyer.
Stop copying contacts. Start closing deals with the tools you already use.
Push investors directly into your GHL contacts. Add them to workflows that trigger SMS sequences, email drips, and voicemail drops. Works with all GHL plans including Starter ($97/mo).
Every investor export includes a personalized SMS message and email body. Your CRM receives ready-to-send content -- just map the field and let your automation run.
Not using GHL? Connect to Podio, REsimpli, Follow Up Boss, Salesforce, Google Sheets, Slack, Airtable, or any of 7,000+ apps. If it is on Zapier, it works with Deal Run.
New offer received? Showing requested? Deal moved to a new stage? Zapier fires automatically. Route notifications to Slack, create tasks in your PM tool, update your spreadsheet -- all hands-free.
Go to Settings, then Integrations in Deal Run. Click Generate Key. Copy it once -- it is shown only this one time.
Create a new Zap. Choose Deal Run as the trigger app. Paste your API key. Select your event: Investor Exported, New Offer, Deal Stage Changed, and more.
Zapier shows all the investor fields -- name, phone, email, score, suggested message. Map them to your CRM contact fields. Turn on the Zap. Done.
Events that fire automatically and actions you can call from any Zap.
Push investors to your CRM with AI-drafted messages in one click. 7-day free trial.