Fello + Follow Up Boss
Create notes in Follow Up Boss when contacts get updated in Fello
This workflow lets you easily manage your contacts by updating your Follow Up Boss with new notes whenever there's a contact update in the Fello app. Keep your team informed and ensure no detail slips through the cracks with this seamless communication system. This automation facilitates for real-time sharing of relevant information, enhancing your team's productivity.
This workflow lets you easily manage your contacts by updating your Follow Up Boss with new notes whenever there's a contact update in the Fello app. Keep your team informed and ensure no detail slips through the cracks with this seamless communication system. This automation facilitates for real-time sharing of relevant information, enhancing your team's productivity.
- When this happens...Contact Updated
Triggers when a contact is updated by agent in Connect.
- automatically do this!Create Note
Creates a note on a contact
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Contact DNC Verification Status Changed
Triggers when a contact's DNC verification status changes.
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
Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
Try ItContact Updated
Triggers when a contact is updated by agent in Connect.
Try ItForm Submission
Triggers when a form is submitted
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
