Submit new applications from Finmo and create or update module entries in Zoho CRM
When a new application is submitted by a borrower in Finmo, ensure you never miss a beat with this workflow. Instantly create or update a module entry in Zoho CRM, allowing you to keep precise track of each submission and accelerate the loan process. This automation streamlines your financial services, letting you concentrate on other important tasks. Stay updated and organized with each Finmo application submission as it seamlessly integrates with your Zoho CRM.
When a new application is submitted by a borrower in Finmo, ensure you never miss a beat with this workflow. Instantly create or update a module entry in Zoho CRM, allowing you to keep precise track of each submission and accelerate the loan process. This automation streamlines your financial services, letting you concentrate on other important tasks. Stay updated and organized with each Finmo application submission as it seamlessly integrates with your Zoho CRM.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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 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