Copper + Finmo Integration
Connect Copper to Finmo in 1 click
Free forever.Use premium features free for 14 days.1.
Lead is created in Copper Instant- Lead is changed in Copper Instant
- Person is created in Copper Instant
- Person is updated in Copper Instant
- Opportunity is updated in Copper Instant
- Opportunity is created in Copper Instant
- Activity is created in Copper Instant
- Company is updated in Copper Instant
- Company is created in Copper Instant
- Task is created in Copper Instant
- Task is updated in Copper Instant
- Project is created in Copper Instant
- Project is updated in Copper 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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Copper
Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.
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.
