Finmo + Hubstaff Integration

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Finmo + Hubstaff Integration

Create Hubstaff to-do for new Finmo applicaion

Automatically creating a Hubstaff to-do for every new Finmo applicaion not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no applicaion will fall through the cracks and that your Hubstaff team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Finmo + Hubstaff Integration

Create Hubstaff to-do for new Finmo deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a to-do in Hubstaff to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Finmo? Well now there is!

With our integration between Finmo and Hubstaff, creating to-do in Hubstaff is now easier than ever. Whenever a deal is created in Finmo, you can automatically create a corresponding to-do in Hubstaff to keep your team up-to-date.
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Finmo + Hubstaff Integration
1.
  • 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.
  • Hubstaff
    Create To-Do in Hubstaff
  • Hubstaff
    Create project in Hubstaff
  • Hubstaff
    Create client in Hubstaff
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