Create or update Follow Up Boss contacts from new home value views in Fello Connect
Stay on top of your real estate leads with this efficient workflow. Whenever a new home value view event arises in the Fello Connect app, the relevant contact is instantly created or updated within Follow Up Boss, ensuring your database stays accurate without triggering any action plans. It's a seamless way to streamline your customer management process so you can focus on providing exceptional service and securing those property deals.
Stay on top of your real estate leads with this efficient workflow. Whenever a new home value view event arises in the Fello Connect app, the relevant contact is instantly created or updated within Follow Up Boss, ensuring your database stays accurate without triggering any action plans. It's a seamless way to streamline your customer management process so you can focus on providing exceptional service and securing those property deals.
- When this happens...New Home Value View Event
Triggers when a contact views home value dashboard
- 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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