Popular Finmo + Salesflare Workflows
Create Salesflare person for new Finmo applicaion
Plus, all of the information from the Finmo is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Finmo - Salesflare integration set up makes it easy to manage your customer relationships and grow your business.
Create Salesflare task for new Finmo applicaion
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 Salesflare task for new Finmo applicaion received today - your customers will thank you for it!
Create Salesflare account for new Finmo applicaion
When Application is submitted by borrower in Finmo > Check any condition > Create contact in Salesflare
When Application is submitted by borrower in Finmo > Create contact in Salesflare > Create opportunity in Salesflare
When Application is submitted by borrower in Finmo > Create contact in Salesflare > Create task in Salesflare
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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 IntegrationsSalesflare's mission is to help startups grow their sales. It's AI-driven approach automatically gathers data from every incoming lead and contact, making it easy to organise and prioritise your sales efforts.
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