UpViral + Finmo Integration

Connect UpViral to Finmo - Automate your workflows in 1-click

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Finmo + UpViral Integration

Create UpViral contact for new Finmo applicaion

Automatically creating UpViral contact for new Finmo applicaion can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating UpViral contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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UpViral + Finmo Integration
1.
  • UpViral
    Lead is created in UpViral
  • UpViral
    Reward is unlocked in UpViral Instant
  • 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.
  • UpViral
    Create Lead in UpViral
  • UpViral
    Add points in UpViral
  • UpViral
    Search contact in campaign by email in UpViral
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