Bigin by Zoho CRM + Finmo
Start or update contacts in Bigin by Zoho CRM when new applications are initiated in Finmo
Start your business activities smoothly with this automation. Whenever you launch the Finmo app, it immediately creates or updates a contact in your Bigin by Zoho CRM. This saves you the hassle of manual data entry, providing a seamless transfer of information and allowing you to efficiently manage your contacts right from the start.
Start your business activities smoothly with this automation. Whenever you launch the Finmo app, it immediately creates or updates a contact in your Bigin by Zoho CRM. This saves you the hassle of manual data entry, providing a seamless transfer of information and allowing you to efficiently manage your contacts right from the start.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create or Update Contact
Creates a new contact or updates the details of the contact, if contact with the provided email address exists.
- Free forever for core features
- 14 day trial for premium features & apps
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
