Customerly + Finmo Integration

Connect Customerly to Finmo in 1 click

Integrate Customerly + Finmo For Free Free forever. Use premium features free for 14 days.

Popular Customerly + Finmo Workflows

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Finmo + Customerly Integration

Create Customerly contact for new Finmo applicaion

When someone completes your Finmo, a new contact is automatically created in your Customerly. 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 - Customerly integration set up makes it easy to manage your customer relationships and grow your business.
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Create Your Own Customerly & Finmo Integration Without Any Code

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Customerly + Finmo Integration
1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly 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
2.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
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