Finta Install & Auth
Output
Record only the authentication method, workspace owner, granted scope, validation timestamp, and secret-manager reference. Never paste credentials, authorization headers, or user information into tickets or logs.
Examples
Authorize a staging integration using a least-privilege credential stored by the deployment platform. Perform a read-only validation with a synthetic workspace, then verify that revoking the credential stops access before any production use.
Overview
Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API.
Prerequisites
- Finta account at https://www.trustfinta.com
- Gmail or Outlook email for sync
- Google Calendar or Outlook Calendar
Instructions
Step 1: Create Account
- Sign up at https://www.trustfinta.com
- Complete onboarding wizard with company details
- Select your fundraising stage (Pre-seed, Seed, Series A, etc.)
Step 2: Connect Email
Finta syncs with Gmail and Outlook to automatically track investor communications:
- Go to Settings > Integrations
- Click Connect Gmail or Connect Outlook
- Grant read access for email tracking
- Finta will auto-detect investor conversations and update pipeline stages
Step 3: Connect Calendar
- Go to Settings > Integrations
- Click Connect Google Calendar or Connect Outlook Calendar
- Meetings with investors will auto-log to the pipeline
Step 4: Import Existing Investors
- CSV Import: Upload a spreadsheet with investor name, firm, email, stage
- Manual Entry: Add investors one by one in the Pipeline view
- Aurora AI: Let Finta's AI prospect matching find relevant investors
Step 5: Configure Pipeline Stages
Default stages (customizable):
- Researching
- Reaching Out
- Intro Meeting
- Follow-up
- Due Diligence
- Term Sheet
- Closed
Error Handling
| Issue | Cause | Solution |
|---|---|---|
| Email sync not working | OAuth expired | Reconnect in Settings > Integrations |
| Calendar events missing | Wrong calendar selected | Select correct calendar |
| CSV import fails | Wrong format | Use Finta template CSV |
| Duplicate investors | Re-import | Merge duplicates in UI |
Resources
Next Steps
Proceed to finta-hello-world to set up your first fundraise pipeline.