mloflo + Salesforce

mloflo + Salesforce integrations

Create new mloflo leads every time a Salesforce contact is added

This workflow fires up whenever a new contact is added in the Salesforce platform, it expedites your lead management process by adding the contact as a lead in the mloflo app. Streamlining your contact and lead management efforts, this automation further enhances your CRM efficiency and aids in swift, organized growth. It is a perfect solution if you're looking to seamlessly transfer and manage your Salesforce contacts as leads in mloflo.

When this happens...
New ContactTriggers when a new Contact 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
Try It
- 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
Try It
- 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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About Salesforce

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