Update Pipedrive deals when new deals are submitted in Finmo
Keep your sales data up to date with this unique solution that connects Finmo and Pipedrive. As soon as a deal is submitted in Finmo, corresponding details are instantly updated in Pipedrive. This smooth transfer of information streamlines your sales procedures while ensuring no important updates get overlooked. Utilize this efficient connection to improve deal management and sales practices.
- When this happens...Deal SubmittedTriggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Update DealUpdates an existing deal.
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More things you can do with Finmo and Pipedrive
Discover other triggers and actions you can use with Finmo and Pipedrive
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant







