Finmo + TeamWave Integration

It's important to stay on top of your customer relationships, and one way to do that is to create TeamWave 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 TeamWave task for new Finmo applicaion received today - your customers will thank you for it!

When someone completes your Finmo, a new person is automatically created in your TeamWave. 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 person, so you don't have to waste time manually entering data. Thus, having a Finmo - TeamWave integration set up makes it easy to manage your customer relationships and grow your business.