Fello + monday.com
Create new items in monday.com from new leads in Fello Connect
Effortlessly manage and organize your new leads from Fello Connect by seamlessly adding them as new items in your monday.com board. As soon as a new lead is captured in Fello Connect, this workflow will ensure they are included in your monday.com, streamlining your sales process and keeping your team in the loop in real-time. No more manual data entry means you can focus on building relationships with your leads and growing your business.
Effortlessly manage and organize your new leads from Fello Connect by seamlessly adding them as new items in your monday.com board. As soon as a new lead is captured in Fello Connect, this workflow will ensure they are included in your monday.com, streamlining your sales process and keeping your team in the loop in real-time. No more manual data entry means you can focus on building relationships with your leads and growing your business.
- When this happens...Form Submission
Triggers when a form is submitted
- automatically do this!Create Item
Create a new Item in a board
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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
