Fello + Follow Up Boss + Filter by Zapier
Add new Fello Connect leads as Follow Up Boss contacts and reassign agents
When a new lead is received in Fello Connect, this Zapier template will add a Follow Up Boss contact if they don't already exist. The template will also assign an agent if an agent is present in Fello.
When a new lead is received in Fello Connect, this Zapier template will add a Follow Up Boss contact if they don't already exist. The template will also assign an agent if an agent is present in Fello.
- When this happens...Form Submission
Triggers when a form is submitted
- automatically do this...Find a Contact
Search for a contact by email, phone number, or Follow Up Boss ID.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Reassign Agent
Assign a different agent to this contact.
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Contact DNC Verification Status Changed
Triggers when a contact's DNC verification status changes.
Try ItContact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Try ItNew Home Value View Event
Triggers when a contact views home value dashboard
Try ItNew Tags Added to Contact
Triggers when a new tag is added for the contact
Try It
Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
Try ItContact Updated
Triggers when a contact is updated by agent in Connect.
Try ItForm Submission
Triggers when a form is submitted
Try ItEmailRequired
Full Name
First Name
Last Name
Phone
Street Address
Apt/Unit number
City
State
Zip
Full Address
Lead Type
Tags
Assigned Agent Name
Assigned Agent Email
Assigned Agent Id
Record Status
CRM Link
CRM Name
CRM Source
CRM Stage
CRM Created Date
Additional Email 1
Additional Email 2
Additional Email 3
Additional Email 4
