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Quickly connect Finmo to Gmail with a Zapier template.

Our most popular template

Send Gmail emails for new applications started in Finmo
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Finmo + Delay by Zapier + Gmail
Send Gmail emails for new Finmo applications submitted by borrowers
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Finmo + Gmail
Send Gmail emails for new Finmo deal notes
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Finmo + Gmail
Start new Finmo applications and create labels in Gmail instantly
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Finmo + Gmail
Send emails in Gmail when new deals are submitted in Finmo
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Finmo + Gmail
Start new Gmail drafts when applications start in Finmo
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Finmo + Gmail

Send Gmail emails for new applications started in Finmo

Details

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Finmo + Delay by Zapier + Gmail

Send Gmail emails for new Finmo applications submitted by borrowers

Details

Try it

Finmo + Gmail

Send Gmail emails for new Finmo deal notes

Details

Try it

Finmo + Gmail

Start new Finmo applications and create labels in Gmail instantly

Details

Try it

Finmo + Gmail

Send emails in Gmail when new deals are submitted in Finmo

Details

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Finmo + Gmail

Start new Gmail drafts when applications start in Finmo

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Finmo + Gmail

How Zapier works

Zapier makes it easy to integrate Finmo with Gmail - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Update Borrower Email" from Finmo.

Add your action

An action happens after the trigger—such as "Add Label to Email" in Gmail.

You’re connected!

Zapier seamlessly connects Finmo and Gmail, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Connect Finmo and Gmail to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
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Borrower User Created
Triggers when a new borrower user is created by the broker.
Trigger
Instant
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Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
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Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
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Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
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- Label or mailbox
- Search keywords
Trigger
Polling
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- Label or mailbox
  Required
Trigger
Polling
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- Label or mailbox
Trigger
Polling
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New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
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- Label
- Message
  Required
Action
Write
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Thread
  Required
- Label or mailbox
Action
Write
- Search keywords
Action
Search

Update Deal Status
Triggers when there is a change to the status of a deal.
Trigger
Instant
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Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Trigger
Instant
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Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
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Lender Response Received
Triggers when a lender response is received.
Trigger
Instant
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Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
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New Label
Triggers when you add a new label.
Trigger
Polling
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- Label or mailbox
Trigger
Polling
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- Search keywords
Trigger
Polling
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- Label or mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- Recipient_instructions
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label or mailbox
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search keywords
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

Learn how to automate Gmail on the Zapier blog

About Finmo

Finmo manages the end to end mortgage process.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn moreLearn moreHelpHelp

Related categories

Email Google

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Connect Finmo to Gmail on the world's largest no-code automation platform

Explore Finmo + Gmail Integrations

pipedrive

Explore Finmo + Gmail Integrations

pipedrive

Connect Finmo and Gmail to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Send Gmail emails for new applications started in Finmo

Send Gmail emails for new Finmo applications submitted by borrowers

Send Gmail emails for new Finmo deal notes

Start new Finmo applications and create labels in Gmail instantly

Send emails in Gmail when new deals are submitted in Finmo

Start new Gmail drafts when applications start in Finmo

Send Gmail emails for new applications started in Finmo

Send Gmail emails for new Finmo applications submitted by borrowers

Send Gmail emails for new Finmo deal notes

Start new Finmo applications and create labels in Gmail instantly

Send emails in Gmail when new deals are submitted in Finmo

Start new Gmail drafts when applications start in Finmo

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Connect Finmo and Gmail to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Gmail on the Zapier blog

How to get email alerts from an RSS feed

How to send an email for new Typeform responses

How to send email alerts for LinkedIn Ads

Connect Finmo to Gmail on the world's largest no-code automation platform

Explore Finmo + Gmail Integrations

Explore Finmo + Gmail Integrations