Freshsales classic + Finmo Integration

Connect Freshsales classic to Finmo in 1 click

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1.
  • Freshsales classic
    Lead is created in Freshsales classic
  • Freshsales classic
    Lead is updated in Freshsales classic
  • Freshsales classic
    Deal is created in Freshsales classic
  • Freshsales classic
    Deal is updated in Freshsales classic
  • Freshsales classic
    Contact is created in Freshsales classic
  • Freshsales classic
    Contact is updated in Freshsales classic
  • Freshsales classic
    Account is created in Freshsales classic
  • Freshsales classic
    Account is updated in Freshsales classic
  • 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 Freshsales classic + Finmo Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Finmo + Freshsales classic Integration

Create Freshsales classic deal for new Finmo applicaion

Integrating your Freshsales classic with your Finmo, can help you automatically create new deals based on applicaions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Finmo - Freshsales classic 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.
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Finmo + Freshsales classic Integration

Create Freshsales classic contact for new Finmo applicaion

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

Top 10 Most Popular Freshsales classic Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Freshsales classic logo
Create Freshsales classic contact for new Elementor Forms form submission
Activate
Elite Funnels logo
Freshsales classic logo
Create Freshsales classic contact for new Elite Funnels form submission
Activate
Freshsales classic logo
MSG91 logo
Send MSG91 sms for new Freshsales classic contact
Activate
Freshsales classic logo
Google Meet logo
Create Google Meet event for new Freshsales classic contact
Activate
Freshsales classic logo
Quickbooks Online logo
Create Quickbooks Online customer from new Freshsales classic account
Activate
Elementor Forms logo
Freshsales classic logo
Create Freshsales classic contact for new Elementor Forms form submission
Activate
Elite Funnels logo
Freshsales classic logo
Create Freshsales classic contact for new Elite Funnels form submission
Activate
Freshsales classic logo
MSG91 logo
Send MSG91 sms for new Freshsales classic contact
Activate
Freshsales classic logo
Google Meet logo
Create Google Meet event for new Freshsales classic contact
Activate
Freshsales classic logo
Quickbooks Online logo
Create Quickbooks Online customer from new Freshsales classic account
Activate
Autopilot logo
Freshsales classic logo
Create Freshsales classic contact for new Autopilot contact
Activate
Ontraport logo
Freshsales classic logo
Create Freshsales classic contact for new Ontraport response
Survey Monkey logo
Freshsales classic logo
Create Freshsales classic contact for new Survey Monkey survey response
Wufoo logo
Freshsales classic logo
Create Freshsales classic contact for new Wufoo form submission
Landbot logo
Freshsales classic logo
Create Freshsales classic contact for new Landbot response
Autopilot logo
Freshsales classic logo
Create Freshsales classic contact for new Autopilot contact
Activate
Ontraport logo
Freshsales classic logo
Create Freshsales classic contact for new Ontraport response
Survey Monkey logo
Freshsales classic logo
Create Freshsales classic contact for new Survey Monkey survey response
Wufoo logo
Freshsales classic logo
Create Freshsales classic contact for new Wufoo form submission
Landbot logo
Freshsales classic logo
Create Freshsales classic contact for new Landbot response

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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How Integrately Works?

1
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2
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Freshsales classic or Finmo With 1400+ Other Apps

Freshsales classic
Freshsales classic
Freshsales is a CRM built for sales. It helps you close deals faster by providing insights into your customers and prospects, and automating your sales workflow.
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.