Finmo + Salesmate
Update Salesmate deals when new applications are submitted by borrowes in Finmo
When a borrower submits an application in Finmo, this Zap allows you to automatically find/create, and update a deal in Salesmate with a significant amount of data. This will allow you to action every one of your sequences within Salesmate.
When a borrower submits an application in Finmo, this Zap allows you to automatically find/create, and update a deal in Salesmate with a significant amount of data. This will allow you to action every one of your sequences within Salesmate.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Update Deal
Triggers when a new deal update is found.
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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.
Try It
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.
Try It
