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