Finmo + Zoho CRM
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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Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
