Create or update Follow Up Boss contacts when new Fello Connect leads are received
Effortlessly keep track of new leads from Fello Connect by setting up this workflow to automatically create or update contacts in Follow Up Boss. When a new lead is added in Fello Connect, it will instantly create or update a contact without triggering action plans in Follow Up Boss, helping you stay organized and focused on nurturing your leads. Say goodbye to manual data entry and ensure that your contact information is always up-to-date with this seamless automation.
Effortlessly keep track of new leads from Fello Connect by setting up this workflow to automatically create or update contacts in Follow Up Boss. When a new lead is added in Fello Connect, it will instantly create or update a contact without triggering action plans in Follow Up Boss, helping you stay organized and focused on nurturing your leads. Say goodbye to manual data entry and ensure that your contact information is always up-to-date with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is added
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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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 ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
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Contact Updated
Triggers when a contact is updated by agent in Connect.
Try ItNew Lead
Triggers when a new lead is added
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
New Deal
Fires when a new deal is created in Follow Up Boss.
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