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Deal submitted = 30 day post funding phone call Google calendar

Anytime a deal submitted is created in Finmo, create detailed event in Google Calendar. Trigger: Use Finmo’s "Application Submitted" event. Action: Choose “Create Event” in Google Calendar. Map fields like the client’s name and deal details into the event. Set the event date for 30 days from the closing date. Result: A reminder for a follow-up is automatically added to your Google Calendar.

Finmo Connectcreated by Finmo Connect
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Finmo + Google Calendar

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