RD Station + Finmo Integration

Connect RD Station to Finmo - Automate your workflows in 1-click

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Ready workflows for RD Station + Finmo Integration

Just click on the workflow you want to automate

Create RD Station conversion event for new Finmo applicaion

Automatically creating RD Station conversion event 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 RD Station conversion event 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.

Activate

When Application is submitted by borrower in Finmo > Check any condition > Conversion Event in RD Station

Finmo + RD Station Integration

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Create Your Own RD Station & Finmo Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between RD Station & Finmo

Create Automation

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Lead is converted in RD Station Instant
Lead is marked as opportunity in RD Station Instant
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

Conversion Event in RD Station
Deal won in RD Station
Deal lost in RD Station

3x-10x Less Expensive Than Zapier

Zapier

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate RD Station & Finmo In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate RD Station & Finmo with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect RD Station or Finmo With 1100+ Other Apps

Powered by AI, RD Station is the most advanced digital marketing platform in the market. Get ahead of your competition and establish a strong presence by combining all your digital marketing efforts into one platform.

See RD Station Integrations

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