CentralStation CRM + Finmo Integration

Connect CentralStation CRM to Finmo in 1 click

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1.
  • CentralStation CRM
    Task is created in CentralStation CRM
  • CentralStation CRM
    Project is updated in CentralStation CRM Instant
  • CentralStation CRM
    Project is created in CentralStation CRM Instant
  • CentralStation CRM
    Person is updated in CentralStation CRM Instant
  • CentralStation CRM
    Person is created in CentralStation CRM Instant
  • CentralStation CRM
    Deal is updated in CentralStation CRM Instant
  • CentralStation CRM
    Deal is created in CentralStation CRM Instant
  • CentralStation CRM
    Company is updated in CentralStation CRM Instant
  • CentralStation CRM
    Company is created in CentralStation CRM Instant
  • 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
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2.

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Ready Workflows Ready Workflows   for CentralStation CRM + Finmo Integration

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Most popular automationsmost-popular-automations
Finmo + CentralStation CRM Integration

Create CentralStation CRM person for new Finmo applicaion

When someone completes your Finmo, a new person is automatically created in your CentralStation CRM. 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 person, so you don't have to waste time manually entering data. Thus, having a Finmo - CentralStation CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Finmo + CentralStation CRM Integration

Create CentralStation CRM 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 CentralStation CRM 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 CentralStation CRM task for new Finmo applicaion received today - your customers will thank you for it!
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Finmo + CentralStation CRM Integration

Create CentralStation CRM deal for new Finmo applicaion

Integrating your CentralStation CRM with your Finmo, can help you automatically create new deals based on applicaions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Finmo - CentralStation CRM 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.
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Top 10 Most Popular Finmo Automations from
Integrately Community

Most popularmost-popular-automations
01
Finmo logo
Smartsheet logo
Create Smartsheet row for new Finmo applicaion
02
Finmo logo
ClickSend SMS logo
Send ClickSend SMS message for new Finmo applicaion
03
Finmo logo
CompanyHub logo
Create CompanyHub record for new Finmo applicaion
04
Finmo logo
Salesforce logo
Create Salesforce record for new Finmo applicaion
05
Finmo logo
Zoho CRM logo
Create Zoho CRM module for new Finmo applicaion
cloud
Finmo
app integration
06
Finmo logo
Zoho Creator logo
Create Zoho Creator record for new Finmo applicaion
07
Finmo logo
Zoho Sheet logo
Create Zoho Sheet row for new Finmo applicaion
08
Finmo logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Finmo deal
09
Finmo logo
Teamup Calendar logo
Create Teamup Calendar event for new Finmo applicaion
10
Finmo logo
Fluid Pay logo
Create Fluid Pay contact from new Finmo applicaion
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You Can Also Connect CentralStation CRM or Finmo With 1400+ Other Apps

CentralStation CRM
CentralStation CRM
CentralStation CRM is a lightweight, web-based CRM tailored for small teams and SMEs. It offers contact & task management, email logging, collaboration tools, simple setup, and GDPR-compliant data storage in Germany.
Finmo
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.