Finmo can connect to your favourite software systems, CRM and apps via our Finmo integration with Zapier.
Book a Finmo CRM/Systems Training Session to learn more about CRM integrations!
Step One: Locating and Generating a Token
Click the "gear" icon in the left-hand menu to open "Team Settings".
Click on "Integrations".
Scroll down to "Zapier" then
Generate a token and copy it
Step Two: Create a Zapier.com account
Visit Zapier.com
Click "Sign Up" in the top right corner and complete the forms
Follow the simple onboarding questions and select the apps you use most frequently. When you're done, click "Finish Setup".
Next, click "Make a Zap!" to get started.
You'll be asked to select an app you want to start with. On the right side, search for "Finmo" and select it.
Step Three: Choose a "trigger" and connect Finmo to your Zapier account
A trigger is an action that happens in Finmo. Finmo has 11 triggers available. These triggers can create an action in another software. For example, you could send details from an application to Pipedrive, Mailchimp, or Zoho (or all of them at once) whenever any Finmo application is pushed to Expert/Filogix.
Zapier Quick Start guide
Click "Make a Zap!" to get started.
You'll be asked to select an app you want to start with. On the right side, search for "Finmo" and select it.
Once you select Finmo, you will be asked to connect an account. This step helps your Finmo account talk to Zapier. You will be asked to add your "token" once you've clicked to connect an account.
Paste your token and test your connection.
Add your token to Zapier to connect
Start building Zaps
Find out how to do that here:
We have an in-house specialist here at Finmo who would love to show you how to get started. Click here to schedule a session, or click the chat bubble to ask questions.