Finmo + LeadSquared Integration

Connect Finmo to LeadSquared - Automate your workflows in 1-click

Make use of Finmo and LeadSquared automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Finmo + LeadSquared integration.

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Ready Workflows For Finmo + LeadSquared Integration

Just click on the workflow you want to automate

Create LeadSquared task for new Finmo deal

Finmo + LeadSquared Integration

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Create LeadSquared task for new Finmo applicaion

It's important to stay on top of your customer relationships, and one way to do that is to create LeadSquared tasks for new Finmo applicaions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

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 LeadSquared task for new Finmo applicaion received today - your customers will thank you for it!

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Create Your Own Finmo & LeadSquared Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New deal is created in Finmo
Triggers the automation when a new deal is created
Instant
Deal note is created in Finmo
Triggers the automation when a deal note is created
Instant
Deal is submitted in Finmo
Triggers the automation when a deal is submitted
Instant
Document request status is updated in Finmo
Triggers the automation when the status of a document request is updated
Instant
Application is submitted by borrower in Finmo
Triggers the automation when a borrower submits an application
Instant
Lead is submitted on landing page in LeadSquared
Triggers the automation when a lead is submitted on a landing page
Instant
New lead is created in LeadSquared
Triggers the automation when a new lead is added to the system
Instant
Lead is updated in LeadSquared
Triggers the automation when the lead information is updated
Instant
New activity is created for lead in LeadSquared
Triggers the automation when a new follow-up activity is created for a lead
Instant

Create or Update Lead in LeadSquared
Creates or updates a lead
Search lead in LeadSquared
Retrieves information for a particular lead
Add Lead to a Static List in LeadSquared
Adds a lead to a static list for targeted marketing purposes
Search lead by email in LeadSquared
Retrieves information for a particular lead using their email
Search lead by phone number in LeadSquared
Searches for a lead using a phone number
Search user by email in LeadSquared
Retrieves user information based on their email address
Create task on lead in LeadSquared
Creates a task for a particular lead
Create activity for lead in LeadSquared
Schedule a follow-up activity for the lead
Post a sales activity to a lead in LeadSquared
Posts a sales activity to a lead

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Finmo & LeadSquared In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Finmo or LeadSquared With 1200+ Other Apps

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 Integrations

LeadSquared helps businesses to grow through customer acquisition. It is a complete marketing and sales solution that enables SMBs to use multiple channels to identify, engage and convert prospects into customers.

See LeadSquared Integrations