Finmo + Google Contacts
Create Google Contacts from new Finmo applications submitted by borrowers
When a client submits an application in Finmo you can use this automation to create a detailed contact card in Google Contacts, complete with birthdate, address so you can keep your Google client database up to date.
When a client submits an application in Finmo you can use this automation to create a detailed contact card in Google Contacts, complete with birthdate, address so you can keep your Google client database up to date.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Contact
Triggers when a contact is created or updated.
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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.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItUpdate Document Request Status
Triggers when there is activity on a document request.
Try ItNew Group
Triggers when a group is created.
Try It
