Finmo + LeadConnector
Start new LeadConnector campaigns when Finmo applications are initiated
Start your work quickly with this handy workflow. When you commence a new project in the Finmo app, it immediately adds a new lead to your chosen campaign in the LeadConnector app. This process simplifies your engagement with potential customers, making lead management more efficient and helping you focus on propelling your business forward.
Start your work quickly with this handy workflow. When you commence a new project in the Finmo app, it immediately adds a new lead to your chosen campaign in the LeadConnector app. This process simplifies your engagement with potential customers, making lead management more efficient and helping you focus on propelling your business forward.
- 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 Lead to Campaign
Adds a lead to an existing campaign.
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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
