Circle + Finmo Integration

Connect Circle to Finmo in 1 click

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1.
  • Circle
    Space is created in Circle
  • Circle
    Member is added in Circle
  • Circle
    Member is tagged in Circle
  • Circle
    Comment is added in Circle
  • Circle
    Post is created in Circle
  • Circle
    Member charge is paid in Circle
  • Circle
    Community is created in Circle
  • Circle
    Member charge is refunded in Circle
  • Circle
    Subscription is active in Circle
  • Circle
    Subscription is canceled in Circle
  • Circle
    Subscription is past due in Circle
  • Circle
    Trial subscription is created in Circle
  • 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 Circle + Finmo Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Finmo + Circle Integration

Create Circle contact for new Finmo applicaion

When someone completes your Finmo, a new contact is automatically created in your Circle. 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 - Circle integration set up makes it easy to manage your customer relationships and grow your business.
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Automations

Top 10 Most Popular Circle Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
Circle logo
Create Circle contact for new WordPress user
Activate
Circle logo
Notion logo
Create Notion database item for new Circle contact
Activate
Circle logo
ActiveCampaign logo
Create ActiveCampaign contact for new Circle contact
Activate
ThriveCart logo
Circle logo
Create Circle contact from new ThriveCart purchase
Activate
Circle logo
Shopify logo
Create Shopify customer for new Circle contact
Activate
WordPress logo
Circle logo
Create Circle contact for new WordPress user
Activate
Circle logo
Notion logo
Create Notion database item for new Circle contact
Activate
Circle logo
ActiveCampaign logo
Create ActiveCampaign contact for new Circle contact
Activate
ThriveCart logo
Circle logo
Create Circle contact from new ThriveCart purchase
Activate
Circle logo
Shopify logo
Create Shopify customer for new Circle contact
Activate
WooCommerce logo
Circle logo
Create Circle contact from new WooCommerce customer
Activate
Microsoft Excel logo
Circle logo
Create Circle contact for new Microsoft Excel row
Activate
Encharge logo
Circle logo
Create Circle contact for new Encharge person
Activate
Circle logo
NationBuilder logo
Create NationBuilder contact for new Circle contact
Activate
Circle logo
Online Live Support logo
Send Online Live Support message for new Circle contact
WooCommerce logo
Circle logo
Create Circle contact from new WooCommerce customer
Activate
Microsoft Excel logo
Circle logo
Create Circle contact for new Microsoft Excel row
Activate
Encharge logo
Circle logo
Create Circle contact for new Encharge person
Activate
Circle logo
NationBuilder logo
Create NationBuilder contact for new Circle contact
Activate
Circle logo
Online Live Support logo
Send Online Live Support message for new Circle contact

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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1
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2
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Want to automate something else in your workflow?

You Can Also Connect Circle or Finmo With 1400+ Other Apps

Circle
Circle
Circle is a social network that allows you to bring together all of your discussions, memberships, and content. Your community remains unique and thrives under your own brand as it grows on Circle.so
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.