Product Updates

Automate Your Fundraise with Zapier

Matt Preuss
Marketing Manager
The Fundraising Process Visible + Zapier Examples Give Visible + Zapier a Free Try
Unlock your investor relationships. Try Visible for free for 14 days.
Start your free trial

Fundraising is a full-time job for startups. It’s a process most founders are running 24/7/365. The fundraising lifecycle typically has two parts:

  1. Actively Raising: Founders are actively raising new capital for their business. Hopefully, they are using a process to build momentum (check out this First Round article for great tips).
  2. Passively Fundraising: This is when founders are building relationships with future, upstream investors that might be a good fit for future funding events.

The Fundraising Process

We believe if founders run a great process when they are actively raising and build rapport with potential investors when they are passively raising they will raise faster, with better terms, and get back to building their business.

Over the last year, we’ve built and improved (with features like custom properties, update sends to potential investors, and Visible Connect) our Fundraising CRM with features to make a founder’s next raise as efficient as possible.

We are thrilled to announce our Zapier + Fundraising CRM integration. The integration will allow founders to fit fundraising into their daily workflow by using Zapier triggers to automatically add potential investors to their Visible Fundraising CRM.

Visible + Zapier Examples

Some examples of our favorite Zaps to get you started:

  • Send email to a potential investor –> Add to Visible Pipeline
  • Zapier Google Chrome Extension –> Add to Visible Pipeline
  • Slack message –> Add to Visible Pipeline
  • and more

Give Visible + Zapier a Free Try

Here are some templates to help get you started:

To learn more about getting your Zapier connection setup with our Fundraising CRM, check out this post.

If you have a Zap you’re using to automate your fundraise, we’d love to hear about it. Send a message to marketing at visible dot vc.

View more categories:
Fundraising
Metrics and data
Product Updates
Operations
Hiring & Talent
Reporting
Customer Stories
You may also enjoy:
Customer Stories
Building Trust and Vulnerability in Business with Max Yoder
On the fourth episode of the Thrive Through Connection Podcast, we welcome Max Yoder, the Founder of Lessonly and author of Do Better Work. Lessonly was an Indianapolis-based company that grew to over 300 employees and $30 million in annual recurring revenue before being acquired by Seismic in 2021. Max joins us to share the lessons he learned from scaling Lessonly and writing Do Better Work. About Max In addition to growing Lessonly to 300+ employees and leading it through a successful exit, Max became known for his thoughtful approach to leadership, insights he captured in his book, Do Better Work. He’s had a front-row seat to the highs, lows, and daily challenges that startup founders and leaders face. In this episode, Max breaks down the countless relationships that shaped both Lessonly and Do Better Work. Mike, the CEO and Founder of Visible, had an opportunity to sit down and chat with Max. You can give the full episode a listen below: Spotify Link Apple Link What You Can Expect to Learn from Max How the mission and vision for Lessonly came to life How mentors helped shape decision-making and strategy in the early days The advantages of having a strong network What it means to lead with vulnerability The importance of aligning with investors and partners Stay up to date with the Thrive Through Connection Podcast by subscribing wherever you listen to your podcast. You can find links to your favorite podcast hosts below: YouTube Spotify Apple
Fundraising
Finding the Right Investors with Laurel Hess
Reporting
Navigating Investor Relationships with Brett Brohl
Fundraising
Going From Operator to Funder with Leo Polovets