Solve CRM + Finmo Integration

Connect Solve CRM to Finmo in 1 click

Integrate Solve CRM + Finmo For Free Free forever. Use premium features free for 14 days.

Popular Solve CRM + Finmo Workflows

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Finmo + Solve CRM Integration

Create Solve CRM contact for new Finmo applicaion

When someone completes your Finmo, a new contact is automatically created in your Solve 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 - Solve CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Create Your Own Solve CRM & Finmo Integration In Clicks

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Solve CRM + Finmo Integration
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • 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.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
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