Fello + LionDesk
Fello + LionDesk
Create contacts in LionDesk from new leads in Fello Connect
When a new lead enters Fello Connect, this workflow creates a new contact in LionDesk instantly. This automation streamlines your lead management process, taking away the need for manual data entry and ensuring continuous communication flow, increasing productivity and efficiency. By bridging your Fello Connect and LionDesk apps, you ensure that every potential client is promptly followed up on.
- When this happens...Form SubmissionTriggers when a form is submitted
- automatically do this!Create ContactCreates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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More things you can do with Fello and LionDesk
Discover other triggers and actions you can use with Fello and LionDesk
- 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
ActionWrite
