Popular Copper + Finmo Workflows
Create Copper person for new Finmo applicaion
Plus, all of the information from the Finmo is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Finmo - Copper integration set up makes it easy to manage your customer relationships and grow your business.
Create Copper task for new Finmo applicaion
Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Copper task for new Finmo applicaion received today - your customers will thank you for it!
Create Copper company for new Finmo applicaion
When Application is submitted by borrower in Finmo > Check any condition > Create person in Copper
When Application is submitted by borrower in Finmo > Check any condition > Create lead in Copper
When Application is submitted by borrower in Finmo > Create person in Copper > Create task in Copper
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You Can Also Integrate Copper & Finmo With 1100+ Other Apps
Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.
See Copper IntegrationsFinmo is an online platform that helps both home buyers and sellers with the mortgage process. It also includes a number of additional ancillary services such as realtor, broker and property manager finder.
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