Finmo + Zoho CRM + Zoho WorkDrive Integrations
How to connect Finmo + Zoho CRM + Zoho WorkDrive
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Do even more with Finmo + Zoho CRM + Zoho WorkDrive
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Finmo, Zoho CRM, and Zoho WorkDrive. And don’t forget that you can add more apps and actions to create complex workflows.
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 ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
Deal Note Created
Triggers when a new deal note is added in your team.
Try ItApplication Submitted by Borrower
Triggers when a borrower submits the application.
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try It
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How Finmo + Zoho CRM + Zoho WorkDrive Integrations Work
- Step 1: Authenticate Finmo, Zoho CRM, and Zoho WorkDrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
