Connect Pitchit and finmo to Build Intelligent Automations

Choose a Trigger

Pitchit

When this happens...

Choose an Action

finmo

Automatically do this!

Enable Integrations or automations with these events of Pitchit and finmo

Enable Integrations or automations with these events of Pitchit and finmo

Actions

Add Lead to Pitchit

Add Lead to Pitchit

Adds a new lead to Pitchit and assigns them to the selected campaign.

Request a new Action for Pitchit

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Frequently Asked Questions

How do I start an integration between Pitchit and finmo?

To start, connect both your Pitchit and finmo accounts to viaSocket. Once connected, you can set up a workflow where an event in Pitchit triggers actions in finmo (or vice versa).

Can we customize how data from Pitchit is recorded in finmo?

Absolutely. You can customize how Pitchit data is recorded in finmo. This includes choosing which data fields go into which fields of finmo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pitchit and finmo?

The data sync between Pitchit and finmo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pitchit to finmo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pitchit and finmo?

Yes, you can set conditional logic to control the flow of data between Pitchit and finmo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Pitchit

About Pitchit

Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.

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finmo

About finmo

Finmo manages the end to end mortgage process.

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