How to connect Add to Calendar PRO with Finmo
Finmo manages the end to end mortgage process.
Finmo manages the end to end mortgage process.
Integrate Finmo with Add to Calendar PRO to seamlessly manage client interactions and events. Automatically log RSVPs, create events for new deals, and keep your CRM data up to date.
Integration Examples
Log RSVPs
Automatically add a note or activity to a contact in Finmo when they RSVP to an event.
Create events from deals
When a deal reaches a certain stage in Finmo, automatically create a kickoff event in Add to Calendar PRO.
Update contact info
If a user provides new details during RSVP, automatically update their contact record in Finmo.
How to connect Add to Calendar PRO with Finmo
- Create a Zapier account if needed.
- Connect Add to Calendar PRO with the API key generated in the application.
- Create a Zap and choose Add to Calendar PRO or Finmo as the trigger.
- Choose the next action, test the Zap, then activate it.