Create a new deal in HubSpot from Finmo application submission, and format details for follow up
Create a new deal in HubSpot from Finmo application submission, and format details for follow up
Create new deals in HubSpot when borrowers submit their applications via Finmo. Capture and organize all relevant details for follow-up, ensuring faster onboarding and improved tracking of potential clients.
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Overview
Create new deals in HubSpot when borrowers submit their applications via Finmo. Capture and organize all relevant details for follow-up, ensuring faster onboarding and improved tracking of potential clients.