CRMNone Integrations

Finmo

Finmo manages the end-to-end mortgage process, making your workflow seamless. With CalendarLink, you can enhance this journey by effortlessly incorporating Add-to-Calendar links.

Start with CalendarLink
Open in Zapier

Or use Make, our universal links or API.

Why Calendar Links Supercharge Finmo

Minimize no-shows and ensure faster mortgage approvals with clear call-to-action calendar invites.

  • Universal Add to Calendar link support
  • Smart reminders & notifications
  • Click and attendance analytics
  • Integrations via Zapier, Make, API, & webhooks

Add Calendar Links in Finmo: Triggers & Actions

Turn Finmo Activity into Calendar Events

1. Create a CalendarLink for each new or updated row

Automate the engagement process when triggers like Update Borrower Email and New Upcoming Event signal interest.

2. Send data to CalendarLink

Seamlessly map borrower names, meeting dates, and meeting descriptions while optionally capturing RSVPs.

3. Publish the invite

Receive the Add-to-Calendar link, ready to be shared via email or embed directly onto your platforms.

Fire Finmo Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Choose triggers like New RSVP or Updated Contact to initiate Finmo’s automated workflow process.

2. Map Add-to-Calendar Data

Automatically update Finmo with event titles, dates, and attendee details to streamline scheduling.

3. Create a new single event

Efficiently log borrower engagements and send calendar invites directly from Finmo.

Optimising Calendar Links in Finmo

  • Personalize event descriptions for clarity
  • Leverage click analytics to refine invitations
  • Ensure notifications align with borrower time zones
  • Use brandable invite pages for professional consistency
Try it now for free

More integrations

View all integrations

PracticePanther Legal Software

CRM

PracticePanther Legal Software streamlines law firm management. Enhance it with CalendarLink for effortless event scheduling using universal Add-to-Calendar links.

Wodify Core

CRM

Wodify Core is your go-to software for managing athletes and building community. With CalendarLink, easily integrate Add-to-Calendar functionality to keep your events organized and boost attendance effortlessly.

Tave

CRM

Táve is your go-to studio management tool for creative businesses. With CalendarLink, seamlessly integrate Add-to-Calendar functionality to streamline your scheduling and engagement.

Ready to get started? Create your free account.

No credit card required.
✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications