Create contacts in Microsoft Office 365 from new borrower contacts added in mloflo
Streamline your contact management process between mloflo and Microsoft Office 365 with this automation. As soon as you add borrower contacts in mloflo, this workflow swiftly creates a corresponding contact in Microsoft Office 365. This seamless integration ensures no contact details get left behind, saving you time on manual data entry and ensuring every detail gets captured in Office 365.
Streamline your contact management process between mloflo and Microsoft Office 365 with this automation. As soon as you add borrower contacts in mloflo, this workflow swiftly creates a corresponding contact in Microsoft Office 365. This seamless integration ensures no contact details get left behind, saving you time on manual data entry and ensuring every detail gets captured in Office 365.
- When this happens...Add Borrower Contacts
Triggers when a new borrower contact is added.
- automatically do this!Create Contact
Creates a new contact.
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Add Borrower Contacts
Triggers when a new borrower contact is added.
Try ItBorrower 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
Try ItBorrower First Name
Borrower Last Name
Borrower Email
Borrower Home Phone
Borrower Work Phone
Borrower Cell Phone
Borrower DOB
Try ItEmail
Contact First Name
Id
Phone
Contact Last Name
Source