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Finmo + Salesforce Integrations

Zapier lets you send info between Finmo and Salesforce automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Supported triggers and actions

What does this mean?
  • 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

    Application Submitted by Borrower

    Triggers when a borrower submits the application.

    Trigger
    Instant
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

      This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.

    • Salesforce ObjectRequired

      Pick which type of object you want to watch for changes on.

    Trigger
    Scheduled
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How to connect Finmo + Salesforce

  1. Step 1: Authenticate Finmo and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce Tutorials

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About Finmo

Finmo manages the end to end mortgage process.
Learn more

Related categories

  • CRM (Customer Relationship Management)
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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