Finmo + Zoho CRM
Convert Zoho CRM leads when new applications are submitted by borrowers in Finmo
When a borrower submits an application in Finmo you are able to convert a lead in Zoho CRM and add significant detail to the converted lead.
When a borrower submits an application in Finmo you are able to convert a lead in Zoho CRM and add significant detail to the converted lead.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Convert Lead
Convert an existing lead to contact and account
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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
