Create Cloze note for new Finmo applicaion
Finmo + Cloze Integration
Cloze + Finmo Integration
Connect Cloze to Finmo in 1 click
Free forever.Use premium features free for 14 days.1.
Person is updated in Cloze Instant- Project is updated in Cloze Instant
- Company is updated in Cloze Instant
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 Cloze + Finmo Integration
Just click on the workflow you want to automate
Most popular automations
Create Cloze person for new Finmo applicaion
When someone completes your Finmo, a new person is automatically created in your Cloze. 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 - Cloze 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 person, so you don't have to waste time manually entering data. Thus, having a Finmo - Cloze integration set up makes it easy to manage your customer relationships and grow your business.
Create Cloze company for new Finmo applicaion
Finmo + Cloze Integration
- 1of1
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Top 10 Most Popular Cloze Automations from
Integrately Community
Just click on the workflow you want to automate
Create Cloze note for new WhatsApp message
Create Monday.com item for updated Cloze person
Create Cloze person for new Notion database item
Create Cloze note for new Amelia booking
Create Cloze person for new WordPress user
Create Cloze note for new WhatsApp message
Create Monday.com item for updated Cloze person
Create Cloze person for new Notion database item
Create Cloze note for new Amelia booking
Create Cloze person for new WordPress user
Create Cloze note for new TextMagic message
Create Asana task for updated Cloze person
Create Cloze note for new Microsoft Office 365 message
Create Microsoft To-Do task for updated Cloze person
Create note in Cloze for Booking is cancelled in TidyCal
Create Cloze note for new TextMagic message
Create Asana task for updated Cloze person
Create Cloze note for new Microsoft Office 365 message
Create Microsoft To-Do task for updated Cloze person
Create note in Cloze for Booking is cancelled in TidyCal
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
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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In Just 1 Click!
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Want to automate something else in your workflow?
You Can Also Connect Cloze or Finmo With 1400+ Other Apps
Cloze
Cloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in one place.
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.
