Finmo + HubSpot
Create or update HubSpot contacts when new borrower users are added in Finmo
Effortlessly streamline your contact management process with this workflow. When a new borrower is created in Finmo, it instantly updates or creates a corresponding contact in your HubSpot. This keeps your contact list up-to-date, ensuring important customer details are always available in your CRM. Perfect for those in the finance industry looking to improve efficiency and customer relationship management.
Effortlessly streamline your contact management process with this workflow. When a new borrower is created in Finmo, it instantly updates or creates a corresponding contact in your HubSpot. This keeps your contact list up-to-date, ensuring important customer details are always available in your CRM. Perfect for those in the finance industry looking to improve efficiency and customer relationship management.
- When this happens...Borrower User Created
Triggers when a new borrower user is created by the broker.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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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.
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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.
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