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Finmo + Pipedrive

Finmo + Pipedrive

Finmo + Pipedrive integrations

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.

  1. When this happens...
    Deal Submitted
    Deal Submitted
    Deal SubmittedTriggers when the deal is pushed to expert or submitted to a lender.
  2. automatically do this!
    Update Deal
    Update Deal
    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

  • 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
    Try It
  • 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
    Try It
  • 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
    Try It
  • Finmo triggers, actions, and search
    Lender Response Received

    Triggers when a lender response is received.

    Trigger
    Instant
    Try It
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About Finmo
Finmo manages the end to end mortgage process.
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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.
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