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Generate more leads with the Zapflow + Finaeo integration
Zapflow / Finaeo
Integrations

Generate more leads with the Zapflow + Finaeo integration

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Quick summary of Zapflow

Zapflow is a transaction flow management tool based on SaaS for professional investors (VC, CVC, M & A) available 24 hours a day, 7 days a week.

Zapflow helps investors increase the number of incoming investment opportunities, process them efficiently and report the details to different stakeholders.

Zapflow helps you make better investment decisions and help you improve your daily operations.

Quick summary of Finaeo

Finaeo is a CRM that connects the insurance industry globally. Finaeo is the main technological partner for insurers, wholesalers, and consultants who wish to improve the customer experience.

Finaeo is a solution for the digital assistants and sales manager for financial consultants. Finaeo's intuitive interface eliminates the steep learning curve and allows financial advisors to immediately take action.

Finaeo's cloud-based platform allows advisors to access their database anywhere and has interesting features like voice notes that you can leave for yourself after a client meeting.


What you can do with Zapflow and Finaeo

Create new Finaeo leads with Zapflow

Update Finaeo leads with Zapflow


Other popular Finaeo integrations offered by LeadsBridge

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