Finmo + SalesUp! Integration

Connect Finmo to SalesUp! in 1 click

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Finmo + SalesUp! Integration

Create SalesUp! contact for new Finmo applicaion

When someone completes your Finmo, a new contact is automatically created in your SalesUp!. 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 - SalesUp! integration set up makes it easy to manage your customer relationships and grow your business.
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Finmo + SalesUp! Integration
1.
  • 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.
  • SalesUp!
    Create contact in SalesUp!
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