Skip to content

Update deal submission date in HubSpot from Finmo when deal is submitted

Update your CRM with the latest submission date when a deal is submitted to a lender via Finmo. This keeps your HubSpot records current, improving deal tracking and enhancing your team's efficiency.

Update deal submission date in HubSpot from Finmo when deal is submitted

Workflow preview:

Zap details:

Overview

Update your CRM with the latest submission date when a deal is submitted to a lender via Finmo. This keeps your HubSpot records current, improving deal tracking and enhancing your team's efficiency.

Update deal submission date in HubSpot from Finmo when deal is submitted