Finmo + IXACT Contact CRM
Finmo + IXACT Contact CRM
Start new Finmo applications and create leads in IXACT Contact CRM
Boost your efficiency within the Finmo platform by automating lead generation in the IXACT Contact CRM system. When an application has started in Finmo, this workflow promptly creates a new lead in IXACT, streamlining your client management efforts and saving you time. This process makes managing potential clients easier, keeping your tasks at top speed and your CRM up-to-date.
- When this happens...Application StartedTriggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create LeadCreate a new lead
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More things you can do with Finmo and IXACT Contact CRM
Discover other triggers and actions you can use with Finmo and IXACT Contact CRM
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
