Integrate mloflo with Retently

Sync customer profiles and lead information between Mloflo and Retently, trigger NPS/CSAT surveys after significant customer interactions such as property viewings or sales, and use feedback scores to enhance customer service and marketing strategies.

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About mloflo

Mloflo is a cloud-based CRM platform designed for real estate businesses to manage leads, email marketing, sales pipeline, and reporting.

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mloflo to Retently

1

Add Borrower Contacts

Triggers when a new borrower contact is added.
2

New Loan

Triggers when a new loan is added in mloflo.
3

New Lead

Triggers when a new lead is added in mloflo.
4

Add Partner Contacts

Triggers when a new partner contact is added.
5

Add Task

Triggers when a task is added in mloflo.
6

Update Loan For Arive

Triggers when a loan is updated in mloflo.
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Retently to mloflo

1

Add Contacts

Handles adding of contacts from services to our app.
2

Add Event From Outlook In Mloflo

Adds an event in mloflo when a new event in Outlook is added.
3

Add Lead V1

Adds a lead to mloflo.
4

Add Partner

Adds a partner to mloflo.
5

Task List

Handles adding of list from the services to our app.
6

Update Task

Handles the update of a task in our app.
7

Add Event From Gmail In Mloflo

Adds an event in mloflo when a new event from Gmail is added.
8

Add Lead V2

Adds a lead to mloflo.
9

Add Partner Lead Contact

Adds a partner lead into the pipeline in mloflo.
10

Add Task

Handles task addition to mloflo on task creation.
11

Update Loan In Mloflo

Updates a loan file in mloflo.

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