Finmo + HubSpot
Create new HubSpot contacts when applications start in Finmo
Start your financial applications smoothly with this convenient workflow. When you commence the use of the Finmo app, this process takes over and creates a new contact in your HubSpot app. It's an effective solution to ensure important details aren't overlooked, thus keeping your client information and tasks streamlined in one place. Optimize your operations with this smart procedure, ensuring seamless interactions every single time.
Start your financial applications smoothly with this convenient workflow. When you commence the use of the Finmo app, this process takes over and creates a new contact in your HubSpot app. It's an effective solution to ensure important details aren't overlooked, thus keeping your client information and tasks streamlined in one place. Optimize your operations with this smart procedure, ensuring seamless interactions every single time.
- 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 Contact
Creates a Contact in HubSpot.
- 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
