Fello Connect + Real Geeks
Add or update Fello Connect contacts each time new leads emerge in Real Geeks
When a new lead is added in Real Geeks, this workflow ensures that your Fello Connect contact list is immediately updated, reinforcing your lead management process. Effectively manage your contacts without wasting time and effort inputting information manually. This automation will streamline your business processes, helping you to focus more on nurturing leads and closing deals.
When a new lead is added in Real Geeks, this workflow ensures that your Fello Connect contact list is immediately updated, reinforcing your lead management process. Effectively manage your contacts without wasting time and effort inputting information manually. This automation will streamline your business processes, helping you to focus more on nurturing leads and closing deals.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- automatically do this!Add or Update Contact
Add or Update Contact from Fello Connect
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SiteRequired
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
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
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
