Finmo + LeadConnector

Update LeadConnector contacts when new Finmo applications are submitted by borrowers

Ensure a seamless follow-up process whenever a borrower submits an application in the Finmo app. With this workflow, the borrower's information is instantly transferred to the LeadConnector app to add or update a contact, saving you valuable time and ensuring you never miss an opportunity to connect. Simplify your loan handling task with this efficient process.

Ensure a seamless follow-up process whenever a borrower submits an application in the Finmo app. With this workflow, the borrower's information is instantly transferred to the LeadConnector app to add or update a contact, saving you valuable time and ensuring you never miss an opportunity to connect. Simplify your loan handling task with this efficient process.

  1. When this happens...
    FinmoFinmo
    Application Submitted by Borrower

    Triggers when a borrower submits the application.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

  • Finmo triggers, actions, and search

    Update Deal Status

    Triggers when there is a change to the status of a deal.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Application Started

    Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Borrower User Credit Pulled

    Triggers when a new borrower user has their credit pulled by the broker.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Lender Response Received

    Triggers when a lender response is received.

    Trigger
    Instant
    Try It
finmo logo
finmo logo

About Finmo

Finmo manages the end to end mortgage process.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About LeadConnector

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

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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