Finmo + LeadConnector
Create opportunities in LeadConnector when new applications are submitted by borrowers in Finmo
Effortlessly manage your loan applications with this Finmo and LeadConnector integration. Whenever a borrower submits an application in Finmo, this workflow will instantly create or update an opportunity in LeadConnector, ensuring you always have accurate and up-to-date information at your fingertips. Stay organized and streamline your loan process with this seamless automation.
Effortlessly manage your loan applications with this Finmo and LeadConnector integration. Whenever a borrower submits an application in Finmo, this workflow will instantly create or update an opportunity in LeadConnector, ensuring you always have accurate and up-to-date information at your fingertips. Stay organized and streamline your loan process with this seamless automation.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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 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
