Fello Connect + Sierra Interactive

Add or update Fello Connect contacts when new leads come in on Sierra Interactive

Create a seamless link between Sierra Interactive and Fello Connect with this efficient workflow. Whenever a new lead is captured in Sierra Interactive, the details are instantly updated or added as a Contact in Fello Connect. This smooth automation keeps your sales pipeline updated, ensures you never miss an important lead and helps keep your customer relationships consistently managed and nurtured.

When this happens...
New Lead
Triggers when a new lead is created in your account.
TriggerInstant
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Add or Update Contact
Add or Update Contact from Fello Connect
ActionWrite

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Supported triggers and actions

- SiteRequired
- AgentRequired
- Source Type
- Type
- SourceRequired
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Instant
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- SiteRequired
- AgentRequired
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Instant
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- SiteRequired
- AgentRequired
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Instant
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- SitesRequired
- AgentRequired
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Instant
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- Fully Automated Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write

- Lead First NameRequired
- Lead Last NameRequired
- PasswordRequired
- Lead Type
- Lead Status
- EmailRequired
- Email Status
- Phone
- Phone Status
- Agent
- Referral Fee
- Send Registration Email
- Lead Source Type
- Note
- Tags
- Source
- Site
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
- Lead Id or Email or PhoneRequired
Action
Write

- Fully Automated Action PlanRequired
- Update Action Plan StatusRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write
- Lead Id or Email or PhoneRequired
- First Name
- Last Name
- Password
- Email
- Phone
- Referral Fee
- Note
- Lead Status
- Email Status
- Phone Status
- Source Type
- Tags
- Remove Tags
- Source
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
Contact Updated
Triggers when a contact is updated by agent in Connect.
Trigger
Instant
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New Lead
Triggers when a new lead is added
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Instant
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- EmailRequired
- 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
Action
Write

- SiteRequired
- AgentRequired
Trigger
Instant
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- SiteRequired
- AgentRequired
Trigger
Instant
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- AgentRequired
- New TagRequired
- SitesRequired
Trigger
Instant
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- MessageRequired
- Lead Id or Email or PhoneRequired
Action
Write
- Traditional Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- TypeRequired
- DescriptionRequired
- Due DateRequired
- Lead ID or Email or PhoneRequired
Action
Write
- Lead Id or Email or Phone NumberRequired
Action
Write
- Traditional Action PlanRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write
Contact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Trigger
Instant
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New Home Value View Event
Triggers when a contact views home value dashboard
Trigger
Instant
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New Tags Added to Contact
Triggers when a new tag is added for the contact
Trigger
Instant
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