mloflo + Salesforce
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.
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.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Lead V1Adds a Lead to Mloflo
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Add Partner Contacts
Triggers when a new partner contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subject
Due Date
Message Body
Reminder Date
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Loan for Arive
Triggers when a loan is updated in mloflo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event TitleRequired
Event Description
Repeat Event
User Timezone
Start Date TimeRequired
End Date TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Lead V2
Adds a Lead to Mloflo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
EmailRequired
Phone
Company Name
Title
Status
Source
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Message
Due Date
Reminder Status
Task Id
List Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAdd Borrower Contacts
Triggers when a new borrower contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Loan
Triggers when a new loan is added in mloflo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is added in mloflo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email
Contact First Name
Id
Phone
Contact Last Name
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event TitleRequired
Event Description
Start Date TimeRequired
End Date TimeRequired
Repeat Type
Repeat Interval
Repeat Days of Week
Repeat End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Email
Phone
Partner AffiliationsRequired
DOB
SourceRequired
Street
Zip code
City
State
Company Name
Company Phone
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
List Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Message
Due Date
Reminder Date
Task Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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