Finmo + Pipedrive
Update Pipedrive deals when new applications are submitted by borrowers in Finmo
When a borrower submits an application in Finmo you are able to use this automation to update an existing deal in Pipedrive and populate the deal with all of the required data to keep your CRM activities up to date.
When a borrower submits an application in Finmo you are able to use this automation to update an existing deal in Pipedrive and populate the deal with all of the required data to keep your CRM activities up to date.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Update Deal
Updates an existing deal.
- Free forever for core features
- 14 day trial for premium features & apps
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
About Finmo
Finmo manages the end to end mortgage process.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
