Finmo
Zoho CRM
zapier

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

Finmo

Application Submitted by Borrower in Finmo

Triggers when a borrower submits the application.

Then this action happens in Zoho CRM

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.

    Create Zapier account if you don't have one.

  • Connect Finmo to Zapier.

    Connect Finmo to Zapier.

    Give Zapier access to your Finmo account, using Finmo credentials.

  • Connect Zoho CRM to Zapier.

    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

    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

    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 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

  • Zoho CRM

    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.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    New 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.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    New module entry

    Triggers instantaneously when any entry is created in the specified module.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Zoho CRM

    Watch objects

    Triggers when a new object is created or updated.

    integromat
    triggerbyintegromat
  • Zoho CRM

    New/updated module entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    zapier
    triggerbyzapier
  • Zoho CRM

    New 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.

    zapier
    triggerbyzapier
  • Finmo

    Application submitted by borrower

    Triggers when a borrower submits the application.

    zapier
    triggerbyzapier
  • Finmo

    Application started

    Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.

    zapier
    triggerbyzapier
  • Finmo

    Deal note created

    Triggers when a new deal note is added in your team.

    zapier
    triggerbyzapier
  • Finmo

    Deal submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    zapier
    triggerbyzapier
  • Finmo

    Update document request status

    Triggers when there is activity on a document request.

    zapier
    triggerbyzapier
  • Finmo

    New deal is created

    New deal is created

    integrately
    triggerbyintegrately

Apps you need

Finmo

Finmo

CRM

A mortgage process management software

Zoho CRM

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

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

Zapier

Automation Platforms

No-code automation service

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.