Finmo + Pipedrive
Update Pipedrive deals when new deals are submitted in Finmo
Keep your sales data up to date with this unique solution that connects Finmo and Pipedrive. As soon as a deal is submitted in Finmo, corresponding details are instantly updated in Pipedrive. This smooth transfer of information streamlines your sales procedures while ensuring no important updates get overlooked. Utilize this efficient connection to improve deal management and sales practices.
Keep your sales data up to date with this unique solution that connects Finmo and Pipedrive. As soon as a deal is submitted in Finmo, corresponding details are instantly updated in Pipedrive. This smooth transfer of information streamlines your sales procedures while ensuring no important updates get overlooked. Utilize this efficient connection to improve deal management and sales practices.
- When this happens...Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Update Deal
Updates an existing deal.
- Free forever for core features
- 14 day trial for premium features & apps
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
