Finmo + HubSpot
Create or update HubSpot contacts for new Finmo borrower applications
Effortlessly maintain updated contact information in HubSpot with this seamless workflow using Finmo and HubSpot integration. When a borrower submits an application in Finmo, this automation will create or update the corresponding contact in HubSpot, ensuring your records are always up-to-date. Say goodbye to manual data entry and focus on building strong relationships with your clients.
Effortlessly maintain updated contact information in HubSpot with this seamless workflow using Finmo and HubSpot integration. When a borrower submits an application in Finmo, this automation will create or update the corresponding contact in HubSpot, ensuring your records are always up-to-date. Say goodbye to manual data entry and focus on building strong relationships with your clients.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
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Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
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