Fello + IXACT Contact CRM
Create new leads in IXACT Contact CRM for every new lead in Fello Connect
Easily streamline your lead management process with this workflow. When a new lead emerges in Fello Connect, it will immediately create a corresponding lead in IXACT Contact CRM. This seamless process ensures all lead information is accurately captured and organized, saving you precious time and reducing manual data entry. Enhance your CRM efficiency using this convenient workflow.
Easily streamline your lead management process with this workflow. When a new lead emerges in Fello Connect, it will immediately create a corresponding lead in IXACT Contact CRM. This seamless process ensures all lead information is accurately captured and organized, saving you precious time and reducing manual data entry. Enhance your CRM efficiency using this convenient workflow.
- When this happens...Form Submission
Triggers when a form is submitted
- automatically do this!Create Lead
Create a new lead
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- 14 day trial for premium features & apps
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
