Campaign Monitor + Finmo
Campaign Monitor + Finmo
Add new Finmo borrower users to Campaign Monitor as subscribers
Keep your marketing efforts in the financial sector efficient with this streamlined workflow. When a new borrower is created in Finmo, they are instantly added as a subscriber in Campaign Monitor. This ensures your contacts in Campaign Monitor are always up-to-date, reducing manual data entry and enabling timely, relevant communication with your borrowers.
- When this happens...Borrower User CreatedTriggers when a new borrower user is created by the broker.
- automatically do this!Add SubscriberTriggers when a new subscriber is added to a list.
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More things you can do with Finmo and Campaign Monitor
Discover other triggers and actions you can use with Finmo and Campaign Monitor
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
