Finmo + Nutshell Integration
Connect Finmo to Nutshell in 1 click
Free forever.Use premium features free for 14 days.1.
New deal is created in Finmo Instant- Deal note is created in Finmo Instant
- Deal is submitted in Finmo Instant
- Document request status is updated in Finmo Instant
- Application is submitted by borrower in Finmo Instant
Person is created in Nutshell Instant- Activity is created in Nutshell Instant
- Lead is created in Nutshell Instant
- Lead is won in Nutshell Instant
- Company is created in Nutshell Instant
2.
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Top 10 Most Popular Finmo Automations from
Integrately Community
Just click on the workflow you want to automate
Create Smartsheet row for new Finmo applicaion
Send ClickSend SMS message for new Finmo applicaion
Create CompanyHub record for new Finmo applicaion
Create Salesforce record for new Finmo applicaion
Create Zoho CRM module for new Finmo applicaion
Create Smartsheet row for new Finmo applicaion
Send ClickSend SMS message for new Finmo applicaion
Create CompanyHub record for new Finmo applicaion
Create Salesforce record for new Finmo applicaion
Create Zoho CRM module for new Finmo applicaion
Create Zoho Creator record for new Finmo applicaion
Create Zoho Sheet row for new Finmo applicaion
Create GoHighLevel opportunity for new Finmo deal
Create Teamup Calendar event for new Finmo applicaion
Create Fluid Pay contact from new Finmo applicaion
Create Zoho Creator record for new Finmo applicaion
Create Zoho Sheet row for new Finmo applicaion
Create GoHighLevel opportunity for new Finmo deal
Create Teamup Calendar event for new Finmo applicaion
Create Fluid Pay contact from new Finmo applicaion
Top 10 Most Popular Nutshell Automations from
Integrately Community
Most popular
01
Create Adobe Commerce (Magento) customer for new Nutshell person
02
Create Google Meet event for new Nutshell person
03
Create Google Sheets row for new Nutshell person
04
Create CompanyHub record for new Nutshell person
05
Create Salesforce record for new Nutshell person
Most popular
01
Create Adobe Commerce (Magento) customer for new Nutshell person
02
Create Google Meet event for new Nutshell person
03
Create Google Sheets row for new Nutshell person
04
Create CompanyHub record for new Nutshell person
05
Create Salesforce record for new Nutshell person
06
Create Airtable record for new Nutshell person
07
Create Notion database item for new Nutshell person
08
Create Bubble data thing for new Nutshell person
09
Create PostgreSQL row for new Nutshell person
10
Create MySQL row for new Nutshell person
How Integrately Works?
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Connect Accounts
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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.
Nutshell
Nutshell is an affordable, easy-to-use CRM. Features include lead scoring and prioritization, along with activity streams and notifications to help you stay on top of your opportunities.
