HubSpot CRM

The integration between Nimo and HubSpot includes a prebuild integration creating the following attributes:

• Create customer
• Create Deal
• Link customers to deal
• Attribute the Nimo application number to the deal
• Attribute the Application amount to the deal
• Automatically update the Deal and customer when updated in Nimo, Dynamically not by batch.
• Add the HubSpot BCC attribute to all Nimo generated emails to save against the customer

Nimo will provide the work within HubSpot to create the deal stage Kanban board with loan stages mapping back to Nimo and automatically update the loan stages, amounts etc.

The resulting workflow would be when a person creates an application then a deal is created on the Deal board with the corresponding attributes, and creates customers and links them to the Deal, and updates the loan stages and adds Nimo generated emails through out the lifecycle. Additionally, if you have a nurturing lead that is also in your HubSpot.

In integrations it’s as straight forward and entering the following details into our Integrations tab and one of our team setting up your HubSpot.