Finmo + Macanta Integration

Connect Finmo to Macanta in 1 click

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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
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2.

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Ready Workflows Ready Workflows   for Finmo + Macanta Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Finmo + Macanta Integration

Create Macanta 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 Macanta 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 Macanta task for new Finmo applicaion received today - your customers will thank you for it!
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Finmo + Macanta Integration

Create Macanta contact for new Finmo applicaion

When someone completes your Finmo, a new contact is automatically created in your Macanta. 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 contact, so you don't have to waste time manually entering data. Thus, having a Finmo - Macanta 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 Macanta Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Macanta logo
Create Macanta contact for new Elementor Forms form submission
02
Webflow (Legacy) logo
Macanta logo
Create Macanta contact for new Webflow form submission
03
Simvoly logo
Macanta logo
Create Macanta contact for new Simvoly form submission
04
WPForms logo
Macanta logo
Create Macanta contact for new WPForms form submission
05
Mautic logo
Macanta logo
Create Macanta contact for new Mautic form submission
cloud
Macanta
app integration
06
FormKeep logo
Macanta logo
Create Macanta contact for new FormKeep submission
07
EMBUDO.marketing logo
Macanta logo
Create Macanta contact for new EMBUDO.marketing form submission
08
Notion logo
Macanta logo
Create Macanta contact for new Notion database item
09
Grist logo
Macanta logo
Create Macanta contact for new Grist record
10
EasyCSV logo
Macanta logo
Create Macanta contact for new EasyCSV data
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How Integrately Works?

1
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2
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Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Finmo or Macanta 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.
Macanta
Macanta
Macanta is an innovative cloud-based CRM solution. It's unique combination of ease-of-use, powerful features, scalability, security and low cost allows you to focus on building your business while we do the rest.