Skip to main content
All CollectionsHow-to's and TutorialsIntegrations (Finmo Connect)
How to automate your CRM & follow up after an application is received
How to automate your CRM & follow up after an application is received

automate, CRM,

Marnie George avatar
Written by Marnie George
Updated over 3 years ago

When your client clicks submit, this video will show you how to set the tasks to happen automatically using the integration from Finmo to Zapier and then with your own systems.

Click below to watch the video .

Should you be interested in more information about our connection with Zapier, click below to learn more.

Did this answer your question?