Act! 365 + Finmo Integration

Connect Act! 365 to Finmo in 1 click

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Popular Act! 365 + Finmo Workflows

Finmo + Act! 365 Integration

Create Act! 365 contact for new Finmo applicaion

When someone completes your Finmo, a new contact is automatically created in your Act! 365. This way, you can quickly follow up with the applicaion and turn them into a customer!

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 - Act! 365 integration set up makes it easy to manage your customer relationships and grow your business.
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Create Your Own Act! 365 & Finmo Integration In Clicks

Create Automation
Act! 365 + Finmo Integration
  • Act! 365
    New contact is created in Act! 365
  • Finmo
    New deal is created in Finmo Instant
  • Finmo
    Deal note is created in Finmo Instant
  • Finmo
    Deal is submitted in Finmo Instant
  • Finmo
    Document request status is updated in Finmo Instant
  • Finmo
    Application is submitted by borrower in Finmo Instant
  • Act! 365
    Create contact in Act! 365
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Integrate Act! 365 & Finmo In 1 Click
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