When someone completes your Finmo, a new contact is automatically created in your Recruit CRM. 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 - Recruit CRM integration set up makes it easy to manage your customer relationships and grow your business.
It's important to stay on top of your customer relationships, and one way to do that is to create Recruit CRM 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 Recruit CRM task for new Finmo applicaion received today - your customers will thank you for it!
Integrating your Recruit CRM with your Finmo, can help you automatically create new deals based on applicaions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.
This Finmo - Recruit CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
You Can Also Connect Recruit CRM or Finmo With 1400+ Other Apps
Recruit CRM
Recruit crm is a cloud-based talent acquisition software that provides fully integrated ATS, 360-degree profiling, auto-responses and scheduling, candidate sourcing, and team collaboration features, to facilitate recruiting activities in one single place
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.