Finmo
How to Setup and Use the Finmo Integration (Full Guide)
Overview This guide explains how to: Install and connect Finmo to BluMortgage CRM Configure API and webhooks Import deals using the new “Pull from Finmo” workflow Once setup is complete, you can easily sync and import deals directly from Finmo ...
2. How to Import Finmo Deals into BluMortgage
Introduction You may want to import your deals from Finmo into BluMortgage CRM. If you have any questions about this feature, reach out to support@bluroot.ca How to Use [Step 1]: Download a Report from Finmo To start the import, we first need a list ...
1. How to Install and Setup the Finmo Integration
Introduction This article describes how to install and setup the Finmo extension in your BluMortgage CRM. If these steps are already complete, you can learn how to use the Finmo integration in this article. If you have any questions about this ...
3. How to Use Finmo Extension (Including Data Mapping)
Introduction This article describes how to use the Finmo Extension in your BluMortgage CRM. This includes receiving data from Finmo, sending leads to Finmo and the data mapping. If you have any questions about the Finmo Extension, please reach out to ...