Finmo + LeadConnector
Manage new Finmo deals by adding or updating opportunities in LeadConnector
Optimize your deal management process with this seamless Finmo and LeadConnector integration. When a deal is submitted in Finmo, this workflow will conveniently update or create a new opportunity in LeadConnector. Improve productivity by eliminating manual data entry and ensuring relevant information is consistently up-to-date across your platforms. Keep track of submitted deals and leverage them for business growth with a single, efficient automation.
Optimize your deal management process with this seamless Finmo and LeadConnector integration. When a deal is submitted in Finmo, this workflow will conveniently update or create a new opportunity in LeadConnector. Improve productivity by eliminating manual data entry and ensuring relevant information is consistently up-to-date across your platforms. Keep track of submitted deals and leverage them for business growth with a single, efficient automation.
- When this happens...Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- 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
