Finmo + Zoho CRM
Finmo + Zoho CRM
Submit new applications from Finmo and create or update module entries in Zoho CRM
When a new application is submitted by a borrower in Finmo, ensure you never miss a beat with this workflow. Instantly create or update a module entry in Zoho CRM, allowing you to keep precise track of each submission and accelerate the loan process. This automation streamlines your financial services, letting you concentrate on other important tasks. Stay updated and organized with each Finmo application submission as it seamlessly integrates with your Zoho CRM.
- When this happens...Application Submitted by BorrowerTriggers when a borrower submits the application.
- automatically do this!Create/Update Module EntryCreate or update module entries
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More things you can do with Finmo and Zoho CRM
Discover other triggers and actions you can use with Finmo and Zoho CRM
- 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
