Finmo + Google Contacts + Pipedrive Integrations

How to connect Finmo + Google Contacts + Pipedrive

Zapier lets you send info between Finmo and Google Contacts and Pipedrive automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Finmo + Google Contacts + Pipedrive

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Finmo, Google Contacts, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • Finmo triggers, actions, and search

    Update Borrower Email

    Triggers when there is a change to the borrower emails.

    Trigger
    Instant
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  • Finmo triggers, actions, and search

    Borrower User Created

    Triggers when a new borrower user is created by the broker.

    Trigger
    Instant
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  • Finmo triggers, actions, and search

    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
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  • Finmo triggers, actions, and search

    Deal Submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    Trigger
    Instant
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  • Finmo triggers, actions, and search

    Update Deal Status

    Triggers when there is a change to the status of a deal.

    Trigger
    Instant
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  • Finmo triggers, actions, and search

    Application Started

    Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Borrower User Credit Pulled

    Triggers when a new borrower user has their credit pulled by the broker.

    Trigger
    Instant
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  • Finmo triggers, actions, and search

    Lender Response Received

    Triggers when a lender response is received.

    Trigger
    Instant
    Try It

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How Finmo + Google Contacts + Pipedrive Integrations Work

  1. Step 1: Authenticate Finmo, Google Contacts, and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About Finmo

Finmo manages the end to end mortgage process.
Learn more

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  • CRM (Customer Relationship Management)

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google-contacts logo

About Google Contacts

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Learn moreHelp

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  • Contact Management
  • Google

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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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  • CRM (Customer Relationship Management)

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