Finmo + LeadConnector

Finmo + LeadConnector integrations

Update borrower emails in Finmo and seamlessly add or update contacts in LeadConnector

Ensure your client information is always current with this efficient workflow. When a borrower updates their email in the Finmo app, this same information is seamlessly updated in the LeadConnector app as well. This process not only eliminates manual data entry but also assures you have the most recent email information for all your contacts.

When this happens...
Update Borrower EmailTriggers when there is a change to the borrower emails.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with Finmo and LeadConnector

Discover other triggers and actions you can use with Finmo and LeadConnector

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
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Borrower User Created
Triggers when a new borrower user is created by the broker.
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Instant
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Deal Note Created
Triggers when a new deal note is added in your team.
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Instant
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Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
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Application Submitted by Borrower
Triggers when a borrower submits the application.
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- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Update Deal Status
Triggers when there is a change to the status of a deal.
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Instant
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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.
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Instant
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Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
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Lender Response Received
Triggers when a lender response is received.
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Instant
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Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About Finmo

Finmo manages the end to end mortgage process.

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CRM (Customer Relationship Management)

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Finmo + LeadConnector

Finmo + LeadConnector

Update borrower emails in Finmo and seamlessly add or update contacts in LeadConnector

More things you can do with Finmo and LeadConnector

Related Zap Templates

Related Zap Templates