Finmo + Microsoft Outlook + Pipeline CRM Integrations
How to connect Finmo + Microsoft Outlook + Pipeline CRM
Zapier lets you send info between Finmo and Microsoft Outlook and Pipeline CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with Finmo + Microsoft Outlook + Pipeline CRM
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, Microsoft Outlook, and Pipeline CRM. And don’t forget that you can add more apps and actions to create complex workflows.
Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
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How Finmo + Microsoft Outlook + Pipeline CRM Integrations Work
- Step 1: Authenticate Finmo, Microsoft Outlook, and Pipeline CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
