Finmo Integrations

Do more with Finmo

Zapier allows you to instantly connect Finmo with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Choose an app to connect with Finmo

Integrate Google Contacts with Finmo

Google Contacts

Contact Management +1Contact Management, Google

2 Zap templates

Integrate Gmail with Finmo

Gmail

Email +1Email, Google

4 Zap templates

Integrate Google Drive with Finmo

Google Drive

File Management & Storage +1File Management & Storage, Google

2 Zap templates

Integrate Salesforce (Legacy) with Finmo

Salesforce (Legacy)

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate HubSpot with Finmo

HubSpot

Marketing Automation
Integrate Daylite with Finmo

Daylite

CRM (Customer Relationship Management)
Integrate PipelineDeals with Finmo

PipelineDeals

CRM (Customer Relationship Management)
Integrate Zoho CRM with Finmo

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho

1 Zap template

Integrate Intercom with Finmo

Intercom

Customer Support
Integrate Trello with Finmo

Trello

Project Management

5 Zap templates

Integrate Google Calendar with Finmo

Google Calendar

Calendar +1Calendar, Google

1 Zap template

Integrate Salesforce with Finmo

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate DocuSign with Finmo

DocuSign

Signatures
Integrate Mailchimp with Finmo

Mailchimp

Email Newsletters

1 Zap template

Integrate Google Sheets with Finmo

Google Sheets

Google +1Google, Spreadsheets

5 Zap templates

Integrate ActiveCampaign with Finmo

ActiveCampaign

Marketing Automation
Integrate Pipedrive with Finmo

Pipedrive

CRM (Customer Relationship Management)

3 Zap templates

Integrate HighLevel with Finmo

HighLevel

Marketing Automation
Integrate Airtable with Finmo

Airtable

Databases
Integrate Infusionsoft by Keap with Finmo

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
Integrate Microsoft Office 365 with Finmo

Microsoft Office 365

Email +1Email, Microsoft
Integrate Microsoft Dynamics 365 CRM with Finmo

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Microsoft, Premium
Integrate Slack with Finmo

Slack

Team Chat
Integrate monday.com with Finmo

monday.com

Project Management

1 Zap template

Integrate Knack with Finmo

Knack

Databases
Integrate BombBomb.com with Finmo

BombBomb.com

Drip Emails
Integrate Dropbox with Finmo

Dropbox

File Management & Storage
Integrate Microsoft Outlook with Finmo

Microsoft Outlook

Email +1Email, Microsoft
Integrate Twilio with Finmo

Twilio

Phone & SMS

1 Zap template

Integrate MailerLite with Finmo

MailerLite

Email Newsletters
Integrate Insightly with Finmo

Insightly

CRM (Customer Relationship Management)
Integrate HelloSign with Finmo

HelloSign

Signatures
Integrate Copper with Finmo

Copper

CRM (Customer Relationship Management)
Integrate Todoist with Finmo

Todoist

Task Management

1 Zap template

Integrate ConvertKit with Finmo

ConvertKit

Drip Emails
Integrate Google Docs with Finmo

Google Docs

Documents +1Documents, Google
Integrate Evernote with Finmo

Evernote

Notes
Integrate Google Tasks with Finmo

Google Tasks

Google +1Google, Task Management

2 Zap templates

Integrate ClickUp with Finmo

ClickUp

Project Management
Integrate MySQL with Finmo

MySQL

Databases +1Databases, Premium
Integrate AWeber with Finmo

AWeber

Email Newsletters
Integrate OneDrive with Finmo

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Facebook Offline Conversions with Finmo

Facebook Offline Conversions

Ads & Conversion +1Ads & Conversion, Facebook
Integrate Box with Finmo

Box

File Management & Storage
Integrate Act! with Finmo

Act!

CRM (Customer Relationship Management)
Integrate Handwrytten with Finmo

Handwrytten

Customer Appreciation
Integrate Tango Card with Finmo

Tango Card

Customer Appreciation
Integrate RingByName with Finmo

RingByName

Phone & SMS
Integrate Abacus with Finmo

Abacus

Accounting
Integrate Giftbit with Finmo

Giftbit

Beta +1Beta, eCommerce
Integrate Bigin by Zoho CRM with Finmo

Bigin by Zoho CRM

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Zoho

Connect Finmo to 2,000+ Apps

  • Create Google Calendar events from new applications started in Finmo

    Finmo + Google Calendar

  • Create Trello cards from new applications started in Finmo

    Finmo + Trello

  • Send Gmail emails for new applications started in Finmo

    Finmo + Delay by Zapier + Gmail

  • Create Pipedrive deals from new applications started in Finmo

    Finmo + Pipedrive

  • Create Zoho Connect tasks in board from new applications started in Finmo

    Finmo + Zoho Connect

Finmo Integration Details

The following Finmo Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

InstantApplication Started

Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.

InstantApplication Submitted by Borrower

Triggers when a borrower submits the application.

InstantUpdate Document Request Status

Triggers when there is activity on a document request.

InstantDeal Submitted

Triggers when the deal is pushed to expert or submitted to a lender.

InstantDeal Note Created

Triggers when a new deal note is added in your team.

Connect Finmo to 2,000+ Apps