Ready workflows for Flexie CRM + Finmo Integration
Just click on the workflow you want to automate
Create Flexie CRM contact for new Finmo applicaion
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 - Flexie CRM integration set up makes it easy to manage your customer relationships and grow your business.
Create Flexie CRM deal for new Finmo applicaion
This Finmo - Flexie 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.
When Application is submitted by borrower in Finmo > Check any condition > Create deal in Flexie CRM
When Application is submitted by borrower in Finmo > Check any condition > Create contact in Flexie CRM
When Application is submitted by borrower in Finmo > Check any condition > Create lead in Flexie CRM
When Application is submitted by borrower in Finmo > Create contact in Flexie CRM > Create deal in Flexie CRM
When Application is submitted by borrower in Finmo > Create lead in Flexie CRM > Create deal in Flexie CRM
- 1of1
Create Your Own Flexie CRM & Finmo Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Flexie CRM & Finmo
Choose the app you want to connect Gmail with...
Integrate Flexie CRM & Finmo In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Flexie CRM & Finmo with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
Want to automate something else in your workflow?
You Can Also Connect Flexie CRM or Finmo With 1100+ Other Apps
Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.
See Flexie CRM IntegrationsFinmo 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.
See Finmo Integrations❤Trusted by 10,000+ Customers
Most upvoted product of the month