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.
- When this happens...Form SubmissionTriggers when a form is submitted
- automatically do this!Create LeadCreate a new lead
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More things you can do with Fello and IXACT Contact CRM
Discover other triggers and actions you can use with Fello and IXACT Contact CRM
- Contact DNC Verification Status Changed
Triggers when a contact's DNC verification status changes.
Try ItTriggerInstant - Contact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Try ItTriggerInstant - New Home Value View Event
Triggers when a contact views home value dashboard
Try ItTriggerInstant - New Tags Added to Contact
Triggers when a new tag is added for the contact
Try ItTriggerInstant
- Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
Try ItTriggerInstant - Contact Updated
Triggers when a contact is updated by agent in Connect.
Try ItTriggerInstant - Form Submission
Triggers when a form is submitted
Try ItTriggerInstant - 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
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