Finmo + LeadConnector
Add or update LeadConnector contacts when new Finmo applications start
Effortlessly keep your contacts up-to-date in LeadConnector with this seamless workflow. When a new application is started in Finmo, this automation will instantly add or update the contact information in LeadConnector, ensuring your leads are always organized and accurate. Streamline your sales process by connecting Finmo and LeadConnector with this simple yet effective solution.
Effortlessly keep your contacts up-to-date in LeadConnector with this seamless workflow. When a new application is started in Finmo, this automation will instantly add or update the contact information in LeadConnector, ensuring your leads are always organized and accurate. Streamline your sales process by connecting Finmo and LeadConnector with this simple yet effective solution.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
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 ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Deal Note Created
Triggers when a new deal note is added in your team.
Try ItApplication Submitted by Borrower
Triggers when a borrower submits the application.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
