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Finmo + Pipedrive + RingCentral Integrations

How to connect Finmo + Pipedrive + RingCentral

Zapier lets you send info between Finmo and Pipedrive and RingCentral automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Finmo + Pipedrive + RingCentral

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Finmo, Pipedrive, and RingCentral. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • Finmo triggers, actions, and search

    Update Borrower Email

    Triggers when there is a change to the borrower emails.

    Trigger
    Instant
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  • Finmo triggers, actions, and search

    Borrower User Created

    Triggers when a new borrower user is created by the broker.

    Trigger
    Instant
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  • Finmo triggers, actions, and search

    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
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  • Finmo triggers, actions, and search

    Deal Submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    Trigger
    Instant
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  • Finmo triggers, actions, and search

    Update Deal Status

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

    Trigger
    Instant
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  • 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
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  • Finmo triggers, actions, and search

    Lender Response Received

    Triggers when a lender response is received.

    Trigger
    Instant
    Try It

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How Finmo + Pipedrive + RingCentral Integrations Work

  1. Step 1: Authenticate Finmo, Pipedrive, and RingCentral.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
ringcentral logo
ringcentral logo

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

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