Popular Finmo + Godial Workflows
Create Godial 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 - Godial integration set up makes it easy to manage your customer relationships and grow your business.
Create Godial task for new Finmo applicaion
Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Godial task for new Finmo applicaion received today - your customers will thank you for it!
When Application is submitted by borrower in Finmo > Check any condition > Create contact in Godial
When Application is submitted by borrower in Finmo > Check any condition > Create user in Godial
When Application is submitted by borrower in Finmo > Create contact in Godial > Create task in Godial
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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.
See Finmo IntegrationsGoDial is a cloud-based mobile dialer and customer relationship management (CRM) software for your mobile phone. It enables you to manage your sales leads, customers and marketing campaigns on the go.
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