Finmo specialist Joe Tomkins presents special guest Tom Hall from BluMortgage CRM (Customer Relationship Management software).
Learn how you can utilize Canada’s most robust mortgage CRM and have it tie directly into your Finmo account - you don’t want to miss this one!
Topics discussed during this webinar:
- Joe - Introduction to the Finmo integrations page
- Joe - Introduction to Zapier and what it does, with an example.
- Tom - BluMortgage CRM introduction
- Tom - BluMortgage example of integrating Finmo triggers with Blumortgage.
- Joe & Tom Q & A