Finmo + Sellsy Integration

Connect Finmo to Sellsy in 1 click

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Popular Finmo + Sellsy Workflows

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Finmo + Sellsy Integration

Create Sellsy contact for new Finmo applicaion

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

Create Sellsy deal for new Finmo applicaion

Integrating your Sellsy 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 - Sellsy 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.
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Finmo + Sellsy Integration

Create Sellsy task for new Finmo applicaion

It's important to stay on top of your customer relationships, and one way to do that is to create Sellsy 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 Sellsy task for new Finmo applicaion received today - your customers will thank you for it!
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Finmo + Sellsy 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
  • Sellsy
    Contact is created in Sellsy Instant
  • Sellsy
    Contact is updated in Sellsy Instant
  • Sellsy
    Opportunity is created in Sellsy Instant
  • Sellsy
    Opportunity status is changed in Sellsy Instant
  • Sellsy
    Task is updated in Sellsy Instant
  • Sellsy
    Task is deleted in Sellsy Instant
  • Sellsy
    Task is created in Sellsy Instant
  • Sellsy
    Company is created in Sellsy Instant
  • Sellsy
    Company is updated in Sellsy Instant
2.
  • Sellsy
    Create a company in Sellsy
  • Sellsy
    Update company in Sellsy
  • Sellsy
    Search company by name in Sellsy
  • Sellsy
    Create a contact in Sellsy
  • Sellsy
    Search contact by email in Sellsy
  • Sellsy
    Update contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy
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