Integrations (Finmo Connect)
By Marnie and 3 others4 authors13 articles
- How to automate your CRM & follow up after an application is receivedautomate, CRM,
- Why doesn't Finmo have its' own CRM?crm, integrations
- How to find your Zapier token and connect Finmo with your CRM platformFinmo can connect to your favourite CRM and software tools via our integrations with Zapier.
- How to set up common Finmo "zaps" with ZapierWe've built "triggers" into Finmo, and when they're activated, they send data to another application of your choice.
- How to auto-send emails using ZapierFinmo to Google Workspace CRM, email automation, Zapier
- How to add your Facebook Pixel ID to FinmoFinmo allows you to add a Facebook Pixel to send borrower portal usage to Facebook. This tutorial shows you how to add your pixel ID.
- How to collect analytics from the borrower portal using Google AnalyticsSetting up Finmo Pro's Google Analytics feature.
- How to update your Finmo and Zapier Connectionapp update, zapier, new version, token
- How to sync your deal data from Filogixexpert,
- Using Finmo, Zapier, and Google Tools as a Simplified CRMFinmo CRM
- How to export deal or borrower datacsv, crm,
- Exported borrower data fields explainedThis guide explains all the fields included in your borrower data export and what each value represents.
- Exported deal data fields explainedThis guide explains all the fields included in your deal data export and what each value represents.