Create or update person and deal in Pipedrive from new application in Finmo

Create or update contacts and deals in Pipedrive when a new application starts in Finmo. This ensures accurate CRM records, leading to faster onboarding and improved tracking of borrower interactions.

Create or update person and deal in Pipedrive from new application in Finmo

Workflow preview:

Zap details:

Overview

Create or update contacts and deals in Pipedrive when a new application starts in Finmo. This ensures accurate CRM records, leading to faster onboarding and improved tracking of borrower interactions.

Create or update person and deal in Pipedrive from new application in Finmo