Popular Close + Finmo Workflows
Create Close task for new Finmo deal
Create Close contact for new Finmo applicaion
Plus, all of the information from the Finmo is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Finmo - Close integration set up makes it easy to manage your customer relationships and grow your business.
Create Close opportunity for new Finmo applicaion
This Finmo - Close integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
Create Close 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 Close task for new Finmo applicaion received today - your customers will thank you for it!
Create Close note for new Finmo applicaion
When Application is submitted by borrower in Finmo > Check any condition > Create contact in Close
When Application is submitted by borrower in Finmo > Check any condition > Create lead in Close
When Application is submitted by borrower in Finmo > Create contact in Close > Create task in Close
When Application is submitted by borrower in Finmo > Create lead in Close > Create task in Close
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Integrate Close & Finmo In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Close & Finmo with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
You Can Also Integrate Close & Finmo With 1100+ Other Apps
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.
See Close 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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