Finmo + LionDesk Integration

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

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

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Ready Workflows For Finmo + LionDesk Integration

Just click on the workflow you want to automate

Create LionDesk contact for new Finmo applicaion

Automatically creating LionDesk contact for new Finmo applicaion can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating LionDesk contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.

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Create LionDesk campaign for new Finmo applicaion

Finmo + LionDesk Integration

Activate

When Application is submitted by borrower in Finmo > Check any condition > Create new contact in LionDesk

Finmo + LionDesk Integration

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Create Your Own Finmo & LionDesk 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 whenever a new deal is created
Instant
Deal note is created in Finmo
Triggers the automation whenever a deal note is created
Instant
Deal is submitted in Finmo
Triggers the automation whenever a deal is submitted
Instant
Document request status is updated in Finmo
Triggers the automation whenever the status of a document request is updated
Instant
Application is submitted by borrower in Finmo
Triggers the automation whenever a borrower submits an application
Instant
Contact is created in LionDesk
Triggers the automation whenever a new contact is created

Create new contact in LionDesk
Automatically adds a new contact to the address book
Find contact in LionDesk
Automatically searches and locate contact information
Start campaign in LionDesk
Automatically initiates a new marketing campaign
Add tags in LionDesk
Automatically categorize and assign tags based on predefined criteria
Update hotness in LionDesk
Automatically updates the ranking of items based on their current popularity or activity levels
Add comment in LionDesk
Automatically adds a comment to a record

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Integrate Finmo & LionDesk 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 LionDesk 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

LionDesk is a leading Sales Execution Platform used by sales teams around the world to power all their sales processes, from lead generation & management to productivity & collaboration.

See LionDesk Integrations