Zapier: How To Connect The Investment Dominator To Mailchimp

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to Mailchimp, but first, let’s talk a little about Mailchimp…

What is Mailchimp?

Mailchimp is an all-in-one email marketing software that helps you communicate and follow up with your clients, customers, and prospects in bulk, or on an automated scheduled basis.

How To Connect The Investment Dominator To Mailchimp

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “Mailchimp“.

Under the ‘When this happens…’ field select ‘New Record‘.

And under the ‘then do this!‘ field select ‘Add/Update Subscriber‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

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NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

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Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Buyers List Contact‘.

Under the ‘Record Status‘ field select ‘Prospect‘.

Click the ‘Continue‘ button to progress to the next step:

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Step 4 – Connect Your Mailchimp

Click the ‘Sign in to Mailchimp‘ button then enter your Mailchimp username and password into the popup window when it appears.

Step 5 – Setup The Action

Under the ‘Set up action‘ heading select the audience list that you want to connect to.

Then click the ‘Email‘ field to map the ‘Subscriber Email’ field with the Investment Dominator Buyers List Email field.

NOTE: The Audience, Subscriber Email, Double Opt-in, Update Existing, and First Name are the only ones that are required to be mapped out the rest are optional.

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, whenever a new prospect is added to your Marketing (Buyers List) in your Investment Dominator CRM it will also be automatically added to your Mailchimp Subscriber List (and the attached Autoresponder Campaign) by Zapier!

Zapier: How To Connect The Investment Dominator To Google Sheets

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and SAAS systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to Google Sheets to generate a sales document, but first, let’s talk a little about Google Sheets…

What is Google Sheets?

Google Sheets is a spreadsheet app. It looks and functions much like any other spreadsheet tool, but because it’s an online app, it offers much more than most spreadsheet tools. Here are some of the things that make it so much better:

It’s a web-based spreadsheet that you can use anywhere—no more forgetting your spreadsheet files at home. It works from any device, with mobile apps for iOS and Android along with its web-based core app. Google Sheets is free, and it’s bundled with Google Drive, Docs, and Slides to share files, documents, and presentations online.

How To Connect The Investment Dominator To Google Sheets

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “Google Sheets“.

Under the ‘When this happens…’ field select ‘New Record‘.

And under the ‘then do this!‘ field select ‘Create Spreadsheet Row(s)‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Land Deal‘.

Under the ‘Record Status‘ field select ‘Pending Preliminary Research‘.

Click the ‘Continue‘ button to progress to the next step:

Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator land list under ‘Pending Preliminary Research‘.

If everything looks good, click the ‘Continue‘ button twice to progress to the next step.

Step 4 – Connect Your Google Sheets Account

Click the ‘Sign in to Google Sheets‘ button then log in to your account.

Step 5 – Setup The Action

Under the ‘Set up action‘ heading select which Google Drive and the sheet that you want to connect to.

You will notice the columns in your sheet will import onto the Zapier screen and it will let you select which information can be selected for your rows.

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, when you update a record onto the Pending Preliminary Research status in the Dominator CRM it will also be automatically sent to your Google Sheets by Zapier!

Zapier: How To Connect The Investment Dominator To Ring Central

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and SAAS systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to Ring Central to generate a sales document, but first, let’s talk a little about Ring Central…

What is Ring Central?

Ring Central provides calling features that have been designed to give you a flexible, mobile, and powerful cloud phone system. Choose from a variety of available phone numbers, install our apps on your desktop computer, smartphone, or tablet, and improve communications with call forwarding, Call Flip, and more.

How To Connect The Investment Dominator To Ring Central

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “RingCentral” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “Investment Dominator“.

Under the ‘When this happens…’ field select ‘Call Ended‘.

And under the ‘then do this!‘ field select ‘Post Contact‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Ring Central Account:

Click the ‘Sign in to RingCentral‘ button then log in to your account.

Once logged into RingCentral through Zapier you will be prompted to make a test pull of data. If there is no existing call on your account hit ‘skip test‘, this will generate caller information as an example that can be used for testing.

Step 3 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Once done connecting make sure under ‘Action Event’ is Post Contact.

If everything looks good, click the ‘Continue‘ button

Step 3 – Setup The Zap Action

Please note for this part of the zap to work properly, you will need to have a property in the complete and ready to sell status. Then you will attach this property to your record in the marketing tab in order to populate on your zap.

Under the ‘Type’ field select which record type applies to you, in this case, we want our buyer so we input number 2 for ‘Buyer’.

Under the ‘Contact Id’s‘ field select the buyer record.

The last required field is the ‘First name’ and the rest are optional

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, when you end a call in Ring Central your contact will post into your Investment Dominator CRM it will also be automatically sent to your marketing tab by Zapier!

2021-06-17 Live Training Call

Questions answered on this call:

  • 6:23 – Can you go over Ring Central information (Ext 2)
  • 11:00 – General Introduction with Zapier Automation
  • 13:00 – Articles we have on Zapier integration
  • 15:15 – Connecting Investment Dominator to Ring Central with Zapier
  • 28:00 – Going over importing records using our integration with Datatree
  • 31:45 – Troubleshooting records from Datatree integration import
  • 35:00 – How to turn on your zap made within Zapier
  • 36:36 – Connecting the Investment Dominator to Google Sheets
  • 44:00 – How to add your API credentials into Zapier from ID
  • 47:00 – Seeing how Zapier automation can update a spreadsheet for you

Zapier: How To Connect The Investment Dominator To DocuSign

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to DocuSign, but first, let’s talk a little about DocuSign…

What is DocuSign?

DocuSign’s easy-to-use digital transaction platform lets users send, sign and manage legally binding documents securely in the cloud

How To Connect The Investment Dominator To Docusign

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “DocuSign“.

Under the ‘When this happens…’ field select ‘Update Record‘.

And under the ‘then do this!‘ field select ‘Create Contact‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Land Deal‘.

Under the ‘Record Status‘ field select ‘Sold‘.

Click the ‘Continue‘ button to progress to the next step:

Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator Buyers List.

If everything looks good, click the ‘Continue‘ button twice to progress to the next step.

Step 4 – Connect Your Docusign Account

Click the ‘Sign in to DocuSign‘ button then enter your DocuSign information into the popup window when it appears.

How To Get Your DocuSign API Key

One thing to note is all you need to do to link your ‘DocuSign‘ account to Zapier all you need to do is log in with your details when prompted.


If for any reason you need your API Key, after logging into ‘DocuSign’ go to settings and then from the bottom-left menu click ‘Integrations and API‘:

From there you will be able to find information regarding anything to do with your API access codes.

Step 5 – Setup The Action

Under the ‘Set up action’ You should have a template already in place in Docusign to select your template.

Before moving on there are some things that would prove useful which I want to point out there are some required fields that unless entered will result in an error. While fields like ‘Email Subject and Email Blurb’ are optional if there is existing information filled into your template from ‘DocuSign‘.

Required Fields

  • Template ID
  • Recipient Email
  • Recipient Name
  • Recipient Role

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, closing a deal in your Investment Dominator CRM will prompt the contract to be sent to the client automatically!

Zapier: How To Connect The Investment Dominator To eSignatures.io

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and SAAS systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to eSignatures.io to generate a sales document, but first, let’s talk a little about eSignatures.io…

What is eSignatures.io?

You can automate your day-to-day tasks and build workflows between apps that otherwise wouldn’t be possible. This includes your Investment Dominator, your ideal online document store and any other platform you can think of.

This gives you the power to automatically trigger contracts from Investment Dominator, and you can automatically forward signed documents to your online storage too.

How To Connect The Investment Dominator To eSignatures.io

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “eSignatures.io“.

Under the ‘When this happens…’ field select ‘Update Record‘.

And under the ‘then do this!‘ field select ‘Create Contract‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Land Deal‘.

Under the ‘Record Status‘ field select ‘Sold‘.

Click the ‘Continue‘ button to progress to the next step:

Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator Buyers List.

If everything looks good, click the ‘Continue‘ button twice to progress to the next step.

Step 4 – Connect Your eSignatures.io Account

Click the ‘Sign in to eSignatures.io‘ button then login to your account.

How To Get Your Secret Token API Key

Should you need your API key for any reason just sign in to your eSignatures.io account and then from the top-right menu click ‘API‘:

Then when prompted when selecting ‘Connect Account’ you will be prompted to input the ‘Secret Token‘ to allow Zapier to connect.

Click the ‘Continue‘ button to progress with the setup.

Step 5 – Setup The Action

Under the ‘Set up action‘ heading select the eSignatures.io marketing list that you want to connect to.

Then click the ‘Email‘ field to map the eSignatures.io ‘Email‘ field with the Investment Dominator Buyers List ‘Email‘ field.

NOTE:Template‘, ‘Signer Name‘, and ‘Signer Email‘ are the only fields that are required to be mapped out the rest are optional; however, if your eSignatures.io document includes things like buyer’s address and phone number you will want to include and map out those fields as well.

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, when you mark a property as sold in your Investment Dominator CRM it will also be automatically sent a contract request to your eSignatures.io by Zapier!

Zapier: How To Connect The Investment Dominator To GetResponse Email Marketing Software

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to GetResponse, but first, let’s talk a little about GetResponse…

What is GetResponse?

GetResponse is one of many good email marketing softwares on the market. It allows you to create automated email newsletters/ campaigns and send out mass email broadcasts to your contact list (Buyers List). They specialize in getting your mass marketing emails into the inbox of your prospects and leads.

How To Connect The Investment Dominator To GetResponse

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “GetResponse“.

Under the ‘When this happens…’ field select ‘New Record‘.

And under the ‘then do this!‘ field select ‘Create Contact‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Buyers List Contact‘.

Under the ‘Record Status‘ field select ‘Prospect‘.

Click the ‘Continue‘ button to progress to the next step:

Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator Buyers List.

If everything looks good, click the ‘Continue‘ button twice to progress to the next step.

Step 4 – Connect Your GetResponse Account

Click the ‘Sign in to GetResponse‘ button then enter your GetReponse API Key into the popup window when it appears.

How To Get Your GetResposne API Key

Sign in to your GetResponse account and then from the top-right menu click ‘Integrations and API‘:

Ignore the Zapier option here for now and instead click the ‘API‘ tab, then the ‘Generate API Key‘ button:

Give your API key a name and then click the ‘Generate‘ button:

Click the ‘Copy‘ button to copy the new API Key into your clipboard:

Paste this API Key into the Zapier popup window and click the ‘Yes, Continue‘ option to complete the connection.

Under the ‘Choose an account…‘ field click and select your connected account.

Click the ‘Continue‘ button to progress with the setup.

Step 5 – Setup The Action

Under the ‘Set up action‘ heading select the GetReponse marketing list that you want to connect to.

Then click the ‘Email‘ field to map the GetResponse Email field with the Investment Dominator Buyers List Email field.

NOTE: The List, Email, and Name fields are the only ones that are required to be mapped out the rest are optional.

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, whenever a new prospect is added to your Buyers List in your Investment Dominator CRM it will also be automatically added to your GetResponse List (and attached Autoresponder Sequence) by Zapier!