Microsoft Outlook + Finmo Integration

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Finmo + Microsoft Outlook Integration

Create Microsoft Outlook contact for new Finmo applicaion

When someone completes your Finmo, a new contact is automatically created in your Microsoft Outlook. 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 - Microsoft Outlook integration set up makes it easy to manage your customer relationships and grow your business.
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Finmo + Microsoft Outlook Integration

Send Microsoft Outlook email for new Finmo applicaion

When you receive a new Finmo applicaion, you can automatically send a Microsoft Outlook email. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!

So go ahead and set up your automatic Microsoft Outlook email today. Your future self will thank you.
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Finmo + Microsoft Outlook Integration

Send Microsoft Outlook email for new Finmo deal

Whenever a new deal is created in your Finmo, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Outlook email ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Finmo - Microsoft Outlook integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Finmo + Microsoft Outlook Integration

Create Microsoft Outlook event for new Finmo applicaion

Any business that relies on online forms to collect customer data knows how important it is to have an efficient way to manage responses. Without a system in place, it can be all too easy for new responses to get lost in the shuffle. Integrately's Finmo - Microsoft Outlook integration provides a simple solution by automatically creating Microsoft Outlook events for each new Finmo applicaion submission.

This integration ensures that every applicaion is followed up in a timely manner, and no leads are left behind. In addition, this integration makes it easy to track which team member is responsible for each follow-up, making it easy to hold everyone accountable.

As a result, this Finmo - Microsoft Outlook integration can help any business streamline its follow-up process and close more deals.
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Microsoft Outlook + Finmo Integration
1.
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook
  • Microsoft Outlook
    Contact is created in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • 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.
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Send email in Microsoft Outlook
  • Microsoft Outlook
    Create event in Microsoft Outlook
  • Microsoft Outlook
    Create contact in Microsoft Outlook
  • Microsoft Outlook
    Update contact in Microsoft Outlook
  • Microsoft Outlook
    Search contact in Microsoft Outlook
  • Microsoft Outlook
    Create draft email in Microsoft Outlook
  • Microsoft Outlook
    Get attachments in Microsoft Outlook
  • Microsoft Outlook
    Search event in Microsoft Outlook
  • Microsoft Outlook
    Update event in Microsoft Outlook
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