Finmo + Pipedrive
Update Pipedrive deals when new applications are submitted by borrowers in Finmo
When a borrower submits an application in Finmo you are able to use this automation to update an existing deal in Pipedrive and populate the deal with all of the required data to keep your CRM activities up to date.
When a borrower submits an application in Finmo you are able to use this automation to update an existing deal in Pipedrive and populate the deal with all of the required data to keep your CRM activities up to date.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Update Deal
Updates an existing deal.
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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
