Finmo + Salesmate

Finmo + Salesmate integrations

Update Salesmate deals when new applications are submitted by borrowes in Finmo

When a borrower submits an application in Finmo, this Zap allows you to automatically find/create, and update a deal in Salesmate with a significant amount of data. This will allow you to action every one of your sequences within Salesmate.

When this happens...
Application Submitted by BorrowerTriggers when a borrower submits the application.
TriggerInstant
automatically do this!
Update DealTriggers when a new deal update is found.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Finmo and Salesmate

Discover other triggers and actions you can use with Finmo and Salesmate

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
Try It
Borrower User Created
Triggers when a new borrower user is created by the broker.
Trigger
Instant
Try It
Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
Try It
Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
Try It
Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
Try It

New User
Triggers when a new user created.
Trigger
Polling
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It

New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It
Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
- Module Name
  Required
- Object Id
  Required
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select Module
  Required
Action
Write
- Enter the Activity Id
  Required
- Teammates
- Participants
Action
Write
- Enter the Contact Id
  Required
Action
Write
- Enter the Deal Id
  Required
- Teammates
- Participants
Action
Write
- Select Module
  Required
- Enter the Record Id
  Required
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select Module
  Required
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- Name
  Required
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write

Update Deal Status
Triggers when there is a change to the status of a deal.
Trigger
Instant
Try It
Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Trigger
Instant
Try It
Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
Try It
Lender Response Received
Triggers when a lender response is received.
Trigger
Instant
Try It
Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
Try It
New De-Activated User
Triggers when a user is de-activated.
Trigger
Polling
Try It
New Activity Note
Triggers when a new activity note is created.
Trigger
Polling
Try It
New Company Note
Triggers when a new company note is created.
Trigger
Polling
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Polling
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Polling
Try It
- Select Module
  Required
Trigger
Polling
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
- Select Module
  Required
- Object Id
  Required
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company Id
  Required
Action
Write
- Select Module
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
- Module Name
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select Module
  Required
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select Module
  Required
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select Module
  Required
Action
Search or write

About Finmo

Finmo manages the end to end mortgage process.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.