Send Mailchimp campaigns for Finmo new deals submitted
When a broker/agent submits a deal to a lender you can automate your Mailchimp campaign for 'deal submitted' every time this happens. This will help save you time and make more money.
When a broker/agent submits a deal to a lender you can automate your Mailchimp campaign for 'deal submitted' every time this happens. This will help save you time and make more money.
- When this happens...Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Send Campaign
Sends a campaign draft. PLEASE NOTE: This action sends an email to everyone signed up to the Campaign. Are you trying to send an email to just one person? Set up an Automation within MailChimp and assign the welcome email to a tag. Then assign that tag to your customer with the Add Subscriber To Tag Action.
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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 ItAudience
Trigger on every open from a subscriber?
Try It