Zoho Desk + Finmo Integration

Connect Zoho Desk to Finmo in 1 click

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1.
  • Zoho Desk
    Ticket is created in Zoho Desk Instant
  • Zoho Desk
    Ticket is updated in Zoho Desk Instant
  • Zoho Desk
    Account is created in Zoho Desk Instant
  • Zoho Desk
    Agent is created in Zoho Desk Instant
  • Zoho Desk
    Message is created in Zoho Desk Instant
  • Zoho Desk
    Comment is created in Zoho Desk Instant
  • Zoho Desk
    Contact is created in Zoho Desk Instant
  • Zoho Desk
    Attachment is added in Zoho Desk 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
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2.

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Ready Workflows Ready Workflows   for Zoho Desk + Finmo Integration

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Most popular automationmost-popular-automations
Finmo + Zoho Desk Integration

Create Zoho Desk ticket for new Finmo applicaion

Creating Zoho Desk 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 + Zoho Desk Integration

Create Zoho Desk 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 Zoho Desk 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 Zoho Desk Automations from
Integrately Community

Just click on the workflow you want to automate

Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
Activate
Zoho Desk logo
WhatsApp logo
Send WhatsApp message for new Zoho Desk ticket
Activate
Elementor Forms logo
Zoho Desk logo
Create Zoho Desk ticket for new Elementor Forms form submission
Activate
Fluent Forms logo
Zoho Desk logo
Create Zoho Desk ticket for new Fluent Forms form submission
Activate
Simvoly logo
Zoho Desk logo
Create Zoho Desk ticket for new Simvoly form submission
Activate
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
Activate
Zoho Desk logo
WhatsApp logo
Send WhatsApp message for new Zoho Desk ticket
Activate
Elementor Forms logo
Zoho Desk logo
Create Zoho Desk ticket for new Elementor Forms form submission
Activate
Fluent Forms logo
Zoho Desk logo
Create Zoho Desk ticket for new Fluent Forms form submission
Activate
Simvoly logo
Zoho Desk logo
Create Zoho Desk ticket for new Simvoly form submission
Activate
Zoho Desk logo
ClickUp logo
Create ClickUp task for new Zoho Desk ticket
Activate
Zoho Desk logo
Google Chat logo
Send Google Chat message for new Zoho Desk ticket
Activate
Zoho Desk logo
Saleshandy logo
Create Saleshandy prospect for new Zoho Desk ticket
Activate
Zoho Desk logo
Zulip logo
Send Zulip message for new Zoho Desk ticket
Activate
Zoho Desk logo
AiSensy logo
Send AiSensy template message for new Zoho Desk ticket
Activate
Zoho Desk logo
ClickUp logo
Create ClickUp task for new Zoho Desk ticket
Activate
Zoho Desk logo
Google Chat logo
Send Google Chat message for new Zoho Desk ticket
Activate
Zoho Desk logo
Saleshandy logo
Create Saleshandy prospect for new Zoho Desk ticket
Activate
Zoho Desk logo
Zulip logo
Send Zulip message for new Zoho Desk ticket
Activate
Zoho Desk logo
AiSensy logo
Send AiSensy template message for new Zoho Desk ticket
Activate

Top 10 Most Popular Finmo Automations from
Integrately Community

Most popularmost-popular-automations
01
Finmo logo
Smartsheet logo
Create Smartsheet row for new Finmo applicaion
02
Finmo logo
ClickSend SMS logo
Send ClickSend SMS message for new Finmo applicaion
03
Finmo logo
CompanyHub logo
Create CompanyHub record for new Finmo applicaion
04
Finmo logo
Salesforce logo
Create Salesforce record for new Finmo applicaion
05
Finmo logo
Zoho CRM logo
Create Zoho CRM module for new Finmo applicaion
cloud
Finmo
app integration
06
Finmo logo
Zoho Creator logo
Create Zoho Creator record for new Finmo applicaion
07
Finmo logo
Zoho Sheet logo
Create Zoho Sheet row for new Finmo applicaion
08
Finmo logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Finmo deal
09
Finmo logo
Teamup Calendar logo
Create Teamup Calendar event for new Finmo applicaion
10
Finmo logo
Fluid Pay logo
Create Fluid Pay contact from new Finmo applicaion
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You Can Also Connect Zoho Desk or Finmo With 1400+ Other Apps

Zoho Desk
Zoho Desk
Zoho Desk is a simple and easy tool that lets you manage your customer service. Whether it is managing tickets, handling inbound calls or simply sending out follow-up emails, Zoho Desk makes the entire process effortless and cost-effective for you.
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.