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.
- When this happens...Application StartedTriggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create DealCreates a new deal.
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More things you can do with Finmo and Pipedrive
Discover other triggers and actions you can use with Finmo and Pipedrive
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant







