mloflo + Salesforce

mloflo + Salesforce integrations

Add new Salesforce records to mloflo as leads instantly

Streamline your workflow between Salesforce and mloflo with this efficient automation. Every time a new record is created in Salesforce, this automation promptly adds a lead in your mloflo app. This helps in effortless tracking of potentials, enhancing your lead management process and boosting efficiency in your sales operations. Say goodbye to manual data entry and improve your productivity.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Add Lead V1Adds a Lead to Mloflo
ActionWrite

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More things you can do with Salesforce and mloflo

Discover other triggers and actions you can use with Salesforce and mloflo

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Add Borrower Contacts
Triggers when a new borrower contact is added.
Trigger
Instant
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New Loan
Triggers when a new loan is added in mloflo.
Trigger
Instant
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New Lead
Triggers when a new lead is added in mloflo.
Trigger
Instant
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- Email
- Contact First Name
- Id
- Phone
- Contact Last Name
- Source
Action
Write
- Event Title
  Required
- Event Description
- Start Date Time
  Required
- End Date Time
  Required
- Repeat Type
- Repeat Interval
- Repeat Days of Week
- Repeat End Date
Action
Write
- Borrower Last Name
- Borrower Email
  Required
- 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 Id
  Required
- Borrower First Name
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Partner Affiliations
  Required
- DOB
- Source
  Required
- Street
- Zip code
- City
- State
- Company Name
- Company Phone
- Notes
Action
Write
- Name
- List Id
Action
Write
- Subject
- Message
- Due Date
- Reminder Date
- Task Id
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
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 Title
  Required
- Event Description
- Repeat Event
- User Timezone
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
Add Lead V2
Adds a Lead to Mloflo
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Phone
- Company Name
- Title
- Status
- Source
- Notes
Action
Write
- Title
- Message
- Due Date
- Reminder Status
- Task Id
- List Name
Action
Write
- Loan Number
  Required
- Source
- Loan Purpose
- Loan Type
- Down Payment
- Street
- State
- City
- County
- Unit
- Zip
- Property Type
- Street
- State
- City
- County
- Zip
- Unit
- Borrower First Name
  Required
- Borrower Last Name
- Borrower Email
- 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
- Comments
- Appraisal Ordered At
- Appraisal Received At
- Appraisal Due At
- Estimated Closing Date
- Scheduled Closing Date
- Insurance Ordered At
- Insurance Received At
- Insurance Due At
- Title Ordered At
- Title Received At
- Title Due At
- Home Owner Insurance Amount in USD
- Property Taxes Amount in USD
- Mortgage Insurance Amount in USD
- Association/ Project Dues (Condo, Co-OP, PUD)
- LTV Percentage
- Purchase Price
- Appraisal First Name
- Appraisal Last Name
- Appraisal Phone
- Appraisal Email
- Appraisal Company Name
- HOA First Name
- HOA Last Name
- HOA Phone
- HOA Email
- HOA Company Name
- Title First Name
- Title Last Name
- Title Phone
- Title Email
- Title Company Name
- Insurance First Name
- Insurance Last Name
- Insurance Phone
- Insurance Email
- Insurance Company Name
- Real Estate Agent Buyer And Seller First Name
- Real Estate Agent Buyer And Seller Last Name
- Real Estate Agent Buyer And Seller Phone
- Real Estate Agent Buyer And Seller Email
- Real Estate Agent Buyer And Seller Company Name
- Real Estate Agent Buyer First Name
- Real Estate Agent Buyer Last Name
- Real Estate Agent Buyer Phone
- Real Estate Agent Buyer Email
- Real Estate Agent Buyer Company Name
- Real Estate Agent Seller First Name
- Real Estate Agent Seller Last Name
- Real Estate Agent Seller Phone
- Real Estate Agent Seller Email
- Real Estate Agent Seller Company Name
- Real Estate Agent First Name
- Real Estate Agent Last Name
- Real Estate Agent Phone
- Real Estate Agent Email
- Real Estate Agent Company Name
- Seller Realtor First Name
- Seller Realtor Last Name
- Seller Realtor Phone
- Seller Realtor Email
- Seller Realtor Company Name
- Escrow Agent First Name
- Escrow Agent Last Name
- Escrow Agent Phone
- Escrow Agent Email
- Escrow Agent Company Name
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Marital Status
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence PostalCode
- Current Residence Duration
- First Name
- Last name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Curren tResidence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- Unit
- First Name
- LastName
- Email
- Phone
- DayOfBirth
- MonthOfBirth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Loan Team User First Name
- First Loan Team User Last Name
- First Loan Team User Email
- First Loan Team User Phone
- First Loan Team User Loan Role
- First Loan Team User Primary Status
- Second Loan Team User First Name
- Second Loan Team User Last Name
- Second Loan Team User Email
- Second Loan Team User Phone
- Second Loan Team User Loan Role
- Second Loan Team User Primary Status
- Third Loan Team User First Name
- Third Loan Team User Last Name
- Third Loan Team User Email
- Third Loan Team User Phone
- Third Loan Team User Loan Role
- Third Loan Team User Primary Status
- Fourth Loan Team User First Name
- Fourth Loan Team User Last Name
- Fourth Loan Team User Email
- Fourth Loan Team User Phone
- Fourth Loan Team User Loan Role
- Fourth Loan Team User Primary Status
- Fifth Loan Team User First Name
- Fifth Loan Team User Last Name
- Fifth Loan Team User Email
- Fifth Loan Team User Phone
- Fifth Loan Team User Loan Role
- Fifth Loan Team User Primary Status
- Sixth Loan Team User First Name
- Sixth Loan Team User Last Name
- Sixth Loan Team User Email
- Sixth Loan Team User Phone
- Sixth Loan Team User Loan Role
- Sixth Loan Team User Primary Status
- Seventh Loan Team User First Name
- Seventh Loan Team User Last Name
- Seventh Loan Team User Email
- Seventh Loan Team User Phone
- Seventh Loan Team User Loan Role
- Seventh Loan Team User Primary Status
- Eighth Loan Team User First Name
- Eighth Loan Team User Last Name
- Eighth Loan Team User Email
- Eighth Loan Team User Phone
- Eighth Loan Team User Loan Role
- Eighth Loan Team User Primary Status
- Ninth Loan Team User First Name
- Ninth Loan Team User Last Name
- Ninth Loan Team User Email
- Ninth Loan Team User Phone
- Ninth Loan Team User Loan Role
- Ninth Loan Team User Primary Status
Action
Write

About mloflo

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

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CRM (Customer Relationship Management)

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