Finmo + Lofty Integration

Connect Finmo to Lofty in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Lofty
    Transaction is created or updated in Lofty Instant
  • Lofty
    Lead is created or updated in Lofty Instant
  • Lofty
    Lead pipeline is changed in Lofty Instant
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2.

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Ready Workflows Ready Workflows   for Finmo + Lofty Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Finmo + Lofty Integration

Create Lofty lead for new Finmo applicaion

When someone completes your Finmo, a new lead is automatically created in your Lofty. 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 lead, so you don't have to waste time manually entering data. Thus, having a Finmo - Lofty integration set up makes it easy to manage your customer relationships and grow your business.
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Automations

Top 10 Most Popular Finmo Automations from
Integrately Community

Just click on the workflow you want to automate

Finmo logo
Smartsheet logo
Create Smartsheet row for new Finmo applicaion
Activate
Finmo logo
ClickSend SMS logo
Send ClickSend SMS message for new Finmo applicaion
Finmo logo
CompanyHub logo
Create CompanyHub record for new Finmo applicaion
Finmo logo
Salesforce logo
Create Salesforce record for new Finmo applicaion
Finmo logo
Zoho CRM logo
Create Zoho CRM module for new Finmo applicaion
Finmo logo
Smartsheet logo
Create Smartsheet row for new Finmo applicaion
Activate
Finmo logo
ClickSend SMS logo
Send ClickSend SMS message for new Finmo applicaion
Finmo logo
CompanyHub logo
Create CompanyHub record for new Finmo applicaion
Finmo logo
Salesforce logo
Create Salesforce record for new Finmo applicaion
Finmo logo
Zoho CRM logo
Create Zoho CRM module for new Finmo applicaion
Finmo logo
Zoho Creator logo
Create Zoho Creator record for new Finmo applicaion
Finmo logo
Zoho Sheet logo
Create Zoho Sheet row for new Finmo applicaion
Finmo logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Finmo deal
Activate
Finmo logo
Teamup Calendar logo
Create Teamup Calendar event for new Finmo applicaion
Finmo logo
Fluid Pay logo
Create Fluid Pay contact from new Finmo applicaion
Finmo logo
Zoho Creator logo
Create Zoho Creator record for new Finmo applicaion
Finmo logo
Zoho Sheet logo
Create Zoho Sheet row for new Finmo applicaion
Finmo logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Finmo deal
Activate
Finmo logo
Teamup Calendar logo
Create Teamup Calendar event for new Finmo applicaion
Finmo logo
Fluid Pay logo
Create Fluid Pay contact from new Finmo applicaion

Top 10 Most Popular Lofty Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Lofty logo
Create Lofty lead for new Google Sheets row
02
HubSpot logo
Lofty logo
Create Lofty lead for new HubSpot contact
03
CompanyHub logo
Lofty logo
Create Lofty lead for new CompanyHub contact
04
CompanyHub logo
Lofty logo
Create Lofty lead for new CompanyHub record
05
MailerLite Classic logo
Lofty logo
Create Lofty lead for new MailerLite Classic contact
cloud
Lofty
app integration
06
awork logo
Lofty logo
Create Lofty lead for new awork client
07
MailBluster logo
Lofty logo
Create Lofty lead from new MailBluster order
08
Checkfront logo
Lofty logo
Update Lofty lead from new Checkfront event
09
Jumpseller logo
Lofty logo
Create Lofty lead from new Jumpseller contact
10
Jumpseller logo
Lofty logo
Update Lofty lead from updated Jumpseller contact
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
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 Finmo or Lofty With 1400+ Other Apps

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.
Lofty
Lofty
Lofty is the technology platform that helps real estate agents sell more homes. Lofty enhances agent productivity, automates routine tasks and creates a seamless experience for customers.