An automated workflow using zapier
Connects Finmo + Zoho CRM
Convert Zoho CRM leads when new applications are submitted by borrowers in Finmo
About this workflow template
This automation scenario allows you to connect Finmo and Zoho CRM
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Finmo and Zoho CRM can also be integrated using automation tools other than zapier:
How it works?
When this trigger fires in Finmo
Application Submitted by Borrower in Finmo
Triggers when a borrower submits the application.
Then this action happens in Zoho CRM
Convert Lead in Zoho CRM
Convert an existing lead to contact and account
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Convert Zoho CRM leads when new applications are submitted by borrowers in Finmo.
Part I
Configure Applications
First, we need to connect Finmo and Zoho CRM to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Finmo to Zapier.
Give Zapier access to your Finmo account, using Finmo credentials.
Connect Zoho CRM to Zapier.
Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Finmo
Choose the following trigger: Application Submitted by Borrower (Triggers when a borrower submits the application.).
Then set up an Action for Zoho CRM
Choose this action: Convert Lead (Convert an existing lead to contact and account).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Finmo and Zoho CRM.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Convert Zoho CRM leads when new applications are submitted by borrowers in Finmo!
Supported triggers and actions
New lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew module entry
Triggers instantaneously when any entry is created in the specified module.
triggerbyzapierautomateiopabbly-connectWatch objects
Triggers when a new object is created or updated.
triggerbyintegromatNew/updated module entry
Triggers instantaneously when any entry is created or updated in the specified module.
triggerbyzapierNew or updated contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
triggerbyzapier
Application submitted by borrower
Triggers when a borrower submits the application.
triggerbyzapierApplication started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
triggerbyzapierDeal note created
Triggers when a new deal note is added in your team.
triggerbyzapierDeal submitted
Triggers when the deal is pushed to expert or submitted to a lender.
triggerbyzapierUpdate document request status
Triggers when there is activity on a document request.
triggerbyzapierNew deal is created
New deal is created
triggerbyintegrately
Apps you need
Finmo alternatives
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
