Finqy.aiFINQY.aiQ Growth Pilot

Pipeline

CRM sync

Bring your own CRM and the engine maps it to the lending and DSA workflow, or skip the integration entirely and use the DeployOne AI-native CRM.

2.1 s

Median sync latency

486k

Records synced this month

0

Conflicts pending review

2-way

Lead, call, application and payout objects

Field mapping

  • Lead intent score→Custom field · q_intent_score

    Written on every scoring change

  • Bureau report result→Custom object · credit_report_pull

    Score band and pull timestamp, soft-pull flag always set

  • Eligibility match→Custom object · eligibility_match

    Matched product (card, personal loan, Car Par Loan) and partner-agnostic band

  • Call transcript→Activity · Call, with recording link

    Attached within 20 seconds of hangup

  • WhatsApp thread→Activity · Message timeline

    Threaded, not one row per message

  • Application stage→Opportunity stage

    Submitted / under review / sanctioned / disbursed / declined

  • DSA commission payout→Custom object · partner_payout

    Linked to disbursal event, covered by the 150% Bank Guarantee record

  • Consent and DNC→Contact · compliance flags

    Blocks further outreach instantly, including bureau re-pull

Connection health

  • Salesforce

    Last sync 9 s ago

    Healthy

  • HubSpot

    Last sync 14 s ago

    Healthy

  • Zoho CRM

    Last sync 22 s ago

    Healthy

  • LeadSquared

    Retrying with backoff, queue 176

    Rate limited

  • DeployOne CRM

    No sync needed — same data plane for consumer and partner records

    Native

Ten connectors are available on the WhatsApp + CRM page, including Salesforce, HubSpot, Zoho, Freshsales, Pipedrive, LeadSquared, Kylas, Creatio, Dynamics and Odoo — every connector carries the same consumer and DSA partner object model.