Finmo + Pipedrive
Start a new deal in Pipedrive when new applications are started in Finmo
Start your workday smoothly with this automated workflow. When you launch the Finmo app, this integration instantly creates a new deal in your Pipedrive system. This way, you can keep your focus on delivering the best service to your customers, while ensuring that your sales pipeline stays updated. Increase your daily productivity with this simple-but-powerful automation.
Start your workday smoothly with this automated workflow. When you launch the Finmo app, this integration instantly creates a new deal in your Pipedrive system. This way, you can keep your focus on delivering the best service to your customers, while ensuring that your sales pipeline stays updated. Increase your daily productivity with this simple-but-powerful automation.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create Deal
Creates a new deal.
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- 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
