mloflo + Microsoft Office 365

Create new Microsoft Office 365 contacts from new leads in mloflo

Ensure you never miss out on potential business opportunities with this seamless workflow between mloflo and Microsoft Office 365. When a new lead is generated in mloflo, the information is immediately transferred to Microsoft Office 365, creating a new contact. This allows you to extend your network and manage your leads in a more efficient and organized manner. Make the most of your lead information with this time-saving automation.

When this happens...
New Lead
Triggers when a new lead is added in mloflo.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

Add Borrower Contacts
Triggers when a new borrower contact is added.
Trigger
Instant
Try It
- Borrower First Name
- Borrower Last Name
- Borrower Email
- Borrower Home Phone
- Borrower Work Phone
- Borrower Cell Phone
- Borrower DOB
- Co-Borrower First Name
- Co-Borrower Last Name
- Co-Borrower Email
- Co-Borrower Home Phone
- Co-Borrower Cell Phone
- Co-Borrower DOB
- Scheduled Closed Date
- Loan Type
- Loan Purpose
- Occupancy
- Loan Amount
- Source
- ReferredBy First Name
- ReferredBy Last Name
- Note Rate
- Loan Term
- Sales Price
- Appraised Value
- Subject Property Street
- Subject Property City
- Assigned To
- Subject Property State
- Subject Property Zip Code
- Loan Number
- Buyers Realtor Name
- Buyers Realtor Phone
- Buyers Realtor Email
- Buyers Realtor Company
- Seller Realtor Name
- Seller Realtor Phone
- Seller Realtor Email
- Seller Realtor Company
Trigger
Instant
Try It
- Borrower First Name
- Borrower Last Name
- Borrower Email
- Borrower Home Phone
- Borrower Work Phone
- Borrower Cell Phone
- Borrower DOB
Trigger
Instant
Try It
- Email
- Contact First Name
- Id
- Phone
- Contact Last Name
- Source
Action
Write
- Event TitleRequired
- Event Description
- Start Date TimeRequired
- End Date TimeRequired
- Repeat Type
- Repeat Interval
- Repeat Days of Week
- Repeat End Date
Action
Write

- Borrower Last Name
- Borrower EmailRequired
- Borrower Home Phone
- Borrower Work Phone
- Borrower Cell Phone
- Borrower DOB
- Co-Borrower First Name
- Co-Borrower Last Name
- Co-Borrower Email
- Co-Borrower Home Phone
- Co-Borrower Work Phone
- Co-Borrower Cell Phone
- Co-Borrower DOB
- Scheduled Closed Date
- Loan Type
- Loan Purpose
- Occupancy
- Loan Amount
- Source
- ReferredBy First Name
- ReferredBy Last Name
- Note Rate (Interest Rate)
- Loan Term
- Sales Price
- Appraised Value
- Subject Property Street
- Subject Property City
- Subject Property State
- Subject Property Zip Code
- Loan Number
- Buyers Realtor First Name
- Buyers Realtor Last Name
- Buyers Realtor Phone
- Buyers Realtor Email
- Buyers Realtor Company
- Seller Realtor First Name
- Seller Realtor Last Name
- Seller Realtor Phone
- Seller Realtor Email
- Seller Realtor Company
- Comments
- HOA First Name
- HOA Last Name
- HOA Phone
- HOA Email
- HOA Company
- Title First Name
- Title Last Name
- Title Phone
- Title Email
- Title Company
- Insurance First Name
- Insurance Last Name
- Insurance Email
- Insurance Company
- Attorney First Name
- Attorney Last Name
- Attorney Email
- Attorney Company
- Inspection First Name
- Inspection Last Name
- Inspection Email
- Inspection Company
- Credit Repair First Name
- Credit Repair Last Name
- Credit Repair Email
- Credit Repair Phone
- Credit Repair Company
- Appraisal First Name
- Appraisal Last Name
- Appraisal Email
- Appraisal Phone
- Appraisal Company
- Surveyor First Name
- Surveyor Last Name
- Surveyor Email
- Surveyor Phone
- Surveyor Company
- Transaction Coordinator First Name
- Transaction Coordinator Last Name
- Transaction Coordinator Email
- Transaction Coordinator Phone
- Transaction Coordinator Company
- Appraisal Ordered At
- Appraisal Received At
- Appraisal Due At
- Title Ordered At
- Title Received At
- Title Due At
- VOE Ordered At
- VOE Received At
- VOE Due At
- Condo Ordered At
- Condo Received At
- Condo Due At
- Insurance Ordered At
- Insurance Received At
- Insurance Due At
- Borrower Full Name
- Borrower Marital Status
- Borrower Military ServiceType
- borrower Current Address City
- borrower Current Address Street
- Borrower Current Address Country
- Borrower Current Address State Name
- borrower Current Address Unit
- Borrower Current Address Unit Type
- Borrower Current Address Zip
- borrower Current Address County
- Borrower Current Address Duration In Month
- Borrower Current Address Type
- Borrower Mailing Address City
- Borrower Mailing Address Street
- Borrower Mailing Address State Name
- Borrower Mailing Address State Code
- Borrower Mailing Address Country
- Borrower Mailing Address Unit
- Borrower Mailing Address Unit Type
- Borrower Mailing Address Zip
- Borrower Mailing Address County
- Co-Borrower Marital Status
- Co-Borrower Military Service Type
- Co-Borrower Current Address City
- Co-Borrower Current Address Street
- Co-Borrower Current Address State Name
- Co-Borrower Current Address State Code
- Co-Borrower Current Address Country
- Co-Borrower Current Address Unit
- Co-Borrower Current Address Unit Type
- Co-Borrower Current Address Zip
- Co-Borrower Current Address County
- Co-Borrower Current Address Duration In Month
- Co-Borrower Current Address Type
- Co-Borrower Mailing Address City
- Co-Borrower Mailing Address Street
- Co-Borrower Mailing Address Country
- Co-Borrower Mailing Address Unit
- Co-Borrower Mailing Address Unit Type
- Co-Borrower Mailing Address Zip
- Co-Borrower Mailing Address County
- ReferredBy Email
- ReferredBy Phone
- Co-Borrower Full Name
- ReferredBy Full Name
- HOA Full Name
- Title Full Name
- Insurance Full Name
- Attorney Full Name
- Inspection Full Name
- Credit Repair Full Name
- Appraisal Full Name
- SurveyorFull Name
- TransactionCoordinator Full Name
- System Status
- Credit Score
- Date
- Month
- Year
- Date
- Month
- Year
- Lead/Loan IdRequired
- Borrower First NameRequired
Action
Write
- Title
- Message
- Due Date
- Reminder Status
- Task Id
- List Name
Action
Write

- Loan NumberRequired
- Source
- Loan Purpose
- Loan Type
- Down Payment
- Street
- State
- City
- County
- Unit
- Zip
- Property Type
- Street
- State
- City
- County
- Zip
- Unit
- Borrower First NameRequired
- Borrower Last Name
- Borrower Phone
- Borrower Work Phone
- Borrower Home Phone
- Borrower Marital Status
- Occupancy
- Loan Status
- Amortization Term
- Note Rate (Interest Rate)
- CRM Reference Id
- Property Value or Purchase Price
Action
Write
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- EventRequired
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search

Add Partner Contacts
Triggers when a new partner contact is added.
Trigger
Instant
Try It
- Subject
- Due Date
- Message Body
- Reminder Date
Trigger
Instant
Try It
Update Loan for Arive
Triggers when a loan is updated in mloflo.
Trigger
Instant
Try It
- Event TitleRequired
- Event Description
- Repeat Event
- User Timezone
- Start Date TimeRequired
- End Date TimeRequired
Action
Write
Add Lead V2
Adds a Lead to Mloflo
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Partner AffiliationsRequired
- DOB
- SourceRequired
- Street
- Zip code
- City
- State
- Company Name
- Company Phone
Action
Write
- Name
- List Id
Action
Write
- Subject
- Message
- Due Date
- Reminder Date
- Task Id
Action
Write
- Parent FolderRequired
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

About mloflo

Mloflo is a cloud-based CRM platform that helps real estate businesses manage leads, email marketing, sales pipeline, reporting, and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

Learn more Help

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PRODUCTS

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By team

mloflo + Microsoft Office 365

Create new Microsoft Office 365 contacts from new leads in mloflo

Add Borrower Contacts

New Loan

Borrower First Name

Borrower Last Name

Borrower Email

Borrower Home Phone

Borrower Work Phone

Borrower Cell Phone

Borrower DOB

Co-Borrower First Name

Co-Borrower Last Name

Co-Borrower Email

Co-Borrower Home Phone

Co-Borrower Cell Phone

Co-Borrower DOB

Scheduled Closed Date

Loan Type

Loan Purpose

Occupancy

Loan Amount

Source

ReferredBy First Name

ReferredBy Last Name

Note Rate

Loan Term

Sales Price

Appraised Value

Subject Property Street

Subject Property City

Assigned To

Subject Property State

Subject Property Zip Code

Loan Number

Buyers Realtor Name

Buyers Realtor Phone

Buyers Realtor Email

Buyers Realtor Company

Seller Realtor Name

Seller Realtor Phone

Seller Realtor Email

Seller Realtor Company

New Lead

Borrower First Name

Borrower Last Name

Borrower Email

Borrower Home Phone

Borrower Work Phone

Borrower Cell Phone

Borrower DOB

Add Contacts

Email

Contact First Name

Id

Phone

Contact Last Name

Source

Add Event From Outlook in Mloflo

Event Description

Start Date TimeRequired

End Date TimeRequired

Repeat Type

Repeat Interval

Repeat Days of Week

Repeat End Date

Add Lead V1

Borrower Last Name

Borrower EmailRequired

Borrower Home Phone

Borrower Work Phone

Borrower Cell Phone

Borrower DOB

Co-Borrower First Name

Co-Borrower Last Name

Co-Borrower Email

Co-Borrower Home Phone