Finmo + Pipedrive
Update Pipedrive deals when new Finmo deal notes
When a broker/agent creates a deal note in Finmo you can use this automation to update your deal with that note inside your Pipedrive deal.
When a broker/agent creates a deal note in Finmo you can use this automation to update your deal with that note inside your Pipedrive deal.
- When this happens...Deal Note Created
Triggers when a new deal note is added in your team.
- automatically do this!Update Deal
Updates an existing 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
About Finmo
Finmo manages the end to end mortgage process.
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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.
