Create Caflou task for new Finmo deal
Finmo + Caflou Integration
Caflou + Finmo Integration
Connect Caflou to Finmo in 1 click
Free forever.Use premium features free for 14 days.1.
Company is created in Caflou- Project is created in Caflou
- Contact is created in Caflou
- Task is created in Caflou
- Event is created in Caflou
- Income or expense is created in Caflou
- Timesheet is created in Caflou
- Time entry is created in Caflou
- Invoice is created in Caflou
New deal is created in Finmo Instant- Deal note is created in Finmo Instant
- Deal is submitted in Finmo Instant
- Document request status is updated in Finmo Instant
- Application is submitted by borrower in Finmo Instant
2.
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Ready Workflows for Caflou + Finmo Integration
Just click on the workflow you want to automate
Most popular automations
Create Caflou contact for new Finmo applicaion
When someone completes your Finmo, a new contact is automatically created in your Caflou. 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 - Caflou integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, 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 - Caflou integration set up makes it easy to manage your customer relationships and grow your business.
Create Caflou task for new Finmo applicaion
It's important to stay on top of your customer relationships, and one way to do that is to create Caflou tasks for new Finmo applicaions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.
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 Caflou task for new Finmo applicaion received today - your customers will thank you for it!
See morePlus, 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 Caflou task for new Finmo applicaion received today - your customers will thank you for it!
Create Caflou company for new Finmo applicaion
Finmo + Caflou Integration
When Application is submitted by borrower in Finmo > Check any condition > Create contact in Caflou
Finmo + Caflou Integration
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Top 10 Most Popular Caflou Automations from
Integrately Community
Just click on the workflow you want to automate
Create Caflou contact for new Google Sheets row
Create Caflou contact for new CompanyHub record
Create Caflou contact for new Salesforce record
Create Caflou contact for new Airtable record
Create Caflou contact for new Notion database item
Create Caflou contact for new Google Sheets row
Create Caflou contact for new CompanyHub record
Create Caflou contact for new Salesforce record
Create Caflou contact for new Airtable record
Create Caflou contact for new Notion database item
Create Caflou contact for new EasyCSV data
Create Caflou contact for new Bubble data thing
Create Caflou contact for new PostgreSQL row
Create Caflou contact for new SeaTable row
Create Caflou company for new Raynet CRM company
Create Caflou contact for new EasyCSV data
Create Caflou contact for new Bubble data thing
Create Caflou contact for new PostgreSQL row
Create Caflou contact for new SeaTable row
Create Caflou company for new Raynet CRM company
Top 10 Most Popular Finmo Automations from
Integrately Community
Most popular
01
Create Smartsheet row for new Finmo applicaion
02
Send ClickSend SMS message for new Finmo applicaion
03
Create CompanyHub record for new Finmo applicaion
04
Create Salesforce record for new Finmo applicaion
05
Create Zoho CRM module for new Finmo applicaion
Most popular
01
Create Smartsheet row for new Finmo applicaion
02
Send ClickSend SMS message for new Finmo applicaion
03
Create CompanyHub record for new Finmo applicaion
04
Create Salesforce record for new Finmo applicaion
05
Create Zoho CRM module for new Finmo applicaion
06
Create Zoho Creator record for new Finmo applicaion
07
Create Zoho Sheet row for new Finmo applicaion
08
Create GoHighLevel opportunity for new Finmo deal
09
Create Teamup Calendar event for new Finmo applicaion
10
Create Fluid Pay contact from new Finmo applicaion
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You Can Also Connect Caflou or Finmo With 1400+ Other Apps
Caflou
Caflou is a 100% digital platform that gives you everything you need in one place: project management, accounting, CRM, sales & marketing tools. It helps you work with your teams and clients located anywhere in the world.
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Finmo
Finmo 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.
