Fello + LeadConnector
Update and manage contacts in Fello Connect when pipeline stages change in LeadConnector
Stay on top of your leads seamlessly in real-time thanks to this friendly automation. Whenever a pipeline stage is altered in LeadConnector, it will promptly add or update the respective contact in Fello Connect. This automatic process saves your time, keeps you organized and ensures you're always tracking the right data.
Stay on top of your leads seamlessly in real-time thanks to this friendly automation. Whenever a pipeline stage is altered in LeadConnector, it will promptly add or update the respective contact in Fello Connect. This automatic process saves your time, keeps you organized and ensures you're always tracking the right data.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add or Update Contact
Add or Update Contact from Fello Connect
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Contact DNC Verification Status Changed
Triggers when a contact's DNC verification status changes.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
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