Fello Connect + Realty Executives Prime Agent
Create new leads in Realty Executives Prime Agent from new leads in Fello Connect
Enable this workflow to streamline your real estate processes. Whenever you have a new lead in Fello Connect, this will activate a lead creation in the Realty Executives Prime Agent application. This seamless integration saves time and ensures no potential clients fall through the cracks, enhancing your productivity and efficiency in managing leads.
Enable this workflow to streamline your real estate processes. Whenever you have a new lead in Fello Connect, this will activate a lead creation in the Realty Executives Prime Agent application. This seamless integration saves time and ensures no potential clients fall through the cracks, enhancing your productivity and efficiency in managing leads.
- When this happens...New Lead
Triggers when a new lead is added
- automatically do this!Create Lead
Creates a lead in Prime Agent.
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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 ItLead SourceRequired
First Name
Last Name
Email
Phone Number
Comments/Message
Address
State
City
Zipcode
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