Finmo + Zendesk Integration

Connect Finmo to Zendesk in 1 click

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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
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
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2.

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Most popular automationmost-popular-automations
Finmo + Zendesk Integration

Create Zendesk ticket for new Finmo applicaion

Creating Zendesk tickets automatically for every new Finmo applicaion received can help to ensure that each applicaion is dealt with in a timely and efficient manner.

By automatically creating a support ticket, you can help to ensure that each response is routed to the appropriate team member and that follow-up actions are taken in a timely manner. This can help to improve your overall customer satisfaction levels and ensure that each customer receives the best possible service.
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Finmo + Zendesk Integration

Create Zendesk ticket for new Finmo deal

Finmo is a great tool for managing customer relationships. However, when an deal is created in Finmo, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Zendesk whenever an deal is created in Finmo. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Automations

Top 10 Most Popular Finmo Automations from
Integrately Community

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Finmo logo
Smartsheet logo
Create Smartsheet row for new Finmo applicaion
Activate
Finmo logo
ClickSend SMS logo
Send ClickSend SMS message for new Finmo applicaion
Finmo logo
CompanyHub logo
Create CompanyHub record for new Finmo applicaion
Finmo logo
Salesforce logo
Create Salesforce record for new Finmo applicaion
Finmo logo
Zoho CRM logo
Create Zoho CRM module for new Finmo applicaion
Finmo logo
Smartsheet logo
Create Smartsheet row for new Finmo applicaion
Activate
Finmo logo
ClickSend SMS logo
Send ClickSend SMS message for new Finmo applicaion
Finmo logo
CompanyHub logo
Create CompanyHub record for new Finmo applicaion
Finmo logo
Salesforce logo
Create Salesforce record for new Finmo applicaion
Finmo logo
Zoho CRM logo
Create Zoho CRM module for new Finmo applicaion
Finmo logo
Zoho Creator logo
Create Zoho Creator record for new Finmo applicaion
Finmo logo
Zoho Sheet logo
Create Zoho Sheet row for new Finmo applicaion
Finmo logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Finmo deal
Activate
Finmo logo
Teamup Calendar logo
Create Teamup Calendar event for new Finmo applicaion
Finmo logo
Fluid Pay logo
Create Fluid Pay contact from new Finmo applicaion
Finmo logo
Zoho Creator logo
Create Zoho Creator record for new Finmo applicaion
Finmo logo
Zoho Sheet logo
Create Zoho Sheet row for new Finmo applicaion
Finmo logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Finmo deal
Activate
Finmo logo
Teamup Calendar logo
Create Teamup Calendar event for new Finmo applicaion
Finmo logo
Fluid Pay logo
Create Fluid Pay contact from new Finmo applicaion

Top 10 Most Popular Zendesk Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Zendesk logo
Create Zendesk ticket for new Elementor Forms form submission
02
Zendesk logo
Notion logo
Create Notion database item for new Zendesk ticket
03
Zendesk logo
Telegram logo
Send Telegram message for new Zendesk ticket
04
Zendesk logo
WhatsApp logo
Send WhatsApp message for new Zendesk ticket
05
WPForms logo
Zendesk logo
Create Zendesk ticket for new WPForms form submission
cloud
Zendesk
app integration
06
Survey Monkey logo
Zendesk logo
Create Zendesk ticket for new Survey Monkey survey response
07
Zendesk logo
Salesforce logo
Create Salesforce opportunity for new Zendesk ticket
08
Zendesk logo
Slack logo
Send Slack message for new Zendesk ticket
09
Zendesk logo
Slack logo
Send Slack message for new Zendesk ticket
10
Zendesk logo
ActiveCampaign logo
Create ActiveCampaign deal for new Zendesk ticket
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You Can Also Connect Finmo or Zendesk With 1400+ Other Apps

Finmo
Finmo
Finmo is an online platform that helps both home buyers and sellers with the mortgage process. It also includes a number of additional ancillary services such as realtor, broker and property manager finder.
Zendesk
Zendesk
Zendesk is the leading customer service software for businesses. We help you deliver great support using a single application that unifies all of your customer touchpoints, including self-service, social media, and more.