Fello + Lofty
Update leads in Lofty when new tags are added to contacts in Fello Connect
This workflow springs into action once New Tags are Added to a Contact in the Fello Connect app, resulting in an immediate Update Lead operation in the Lofty app. This efficient solution ensures you never miss crucial data updates, giving you a streamlined process that bridges Fello Connect and Lofty into a coherent communication stream.
This workflow springs into action once New Tags are Added to a Contact in the Fello Connect app, resulting in an immediate Update Lead operation in the Lofty app. This efficient solution ensures you never miss crucial data updates, giving you a streamlined process that bridges Fello Connect and Lofty into a coherent communication stream.
- When this happens...New Tags Added to Contact
Triggers when a new tag is added for the contact
- automatically do this!Update Lead
Updates an existing lead.
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Contact 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 ItSegmentRequired
Try It
Contact 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
PipelineRequired
Try It
