Create Pipedrive deals from new applications started in Finmo
When a Finmo application is started by the broker or by a client via the online application link you can then create a new deal in Pipedrive automatically with this template.
When a Finmo application is started by the broker or by a client via the online application link you can then create a new deal in Pipedrive automatically with this template.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create Deal
Creates a new deal.
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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 ItFilter IdRequired
Try It