Finmo + HubSpot
Create or update HubSpot contacts for new Finmo borrower applications
Effortlessly maintain updated contact information in HubSpot with this seamless workflow using Finmo and HubSpot integration. When a borrower submits an application in Finmo, this automation will create or update the corresponding contact in HubSpot, ensuring your records are always up-to-date. Say goodbye to manual data entry and focus on building strong relationships with your clients.
Effortlessly maintain updated contact information in HubSpot with this seamless workflow using Finmo and HubSpot integration. When a borrower submits an application in Finmo, this automation will create or update the corresponding contact in HubSpot, ensuring your records are always up-to-date. Say goodbye to manual data entry and focus on building strong relationships with your clients.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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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 ItNote
Additional properties to retrieve
Try It
