Start new opportunities in LeadConnector when applications start in Finmo
Optimize your workflow by leveraging this automation to streamline your lead management process. When an application is initiated inside Finmo, it immediately triggers an opportunity addition or update on LeadConnector. This means you can focus more on nurturing prospects and closing deals instead of manual data entry, effectively increasing your productivity and sales potential.
Optimize your workflow by leveraging this automation to streamline your lead management process. When an application is initiated inside Finmo, it immediately triggers an opportunity addition or update on LeadConnector. This means you can focus more on nurturing prospects and closing deals instead of manual data entry, effectively increasing your productivity and sales potential.
- 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 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