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.
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 Created
Triggers when a new borrower user is created by the broker.
- automatically do this!Add Subscriber
Triggers when a new subscriber is added to a list.
- Free forever for core features
- 14 day trial for premium features & apps
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
