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Fello + Surefire CRM

Fello + Surefire CRM

Fello + Surefire CRM integrations

Create new contacts in Surefire CRM from new form submissions in Fello

Manage your new contacts efficiently by connecting your Fello app with Surefire CRM. This automation starts when new form submissions are received on Fello, instantly creating a contact in Surefire CRM. This will help you save time, keep your database updated and allows you to focus more on client relationships than on data entry.

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when a form is submitted
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact or updates an existing contact.
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More things you can do with Fello and Surefire CRM

Discover other triggers and actions you can use with Fello and Surefire CRM

  • Fello triggers, actions, and search
    Contact DNC Verification Status Changed

    Triggers when a contact's DNC verification status changes.

    Trigger
    Instant
    Try It
  • Fello triggers, actions, and search
    Contact Unsubscribed

    Triggers when a contact unsubscribes from Fello emails

    Trigger
    Instant
    Try It
  • Fello triggers, actions, and search
    New Home Value View Event

    Triggers when a contact views home value dashboard

    Trigger
    Instant
    Try It
  • Fello triggers, actions, and search
    New Tags Added to Contact

    Triggers when a new tag is added for the contact

    Trigger
    Instant
    Try It
  • Fello triggers, actions, and search
    Contact Address Enriched

    Triggers when a contact gets enriched with one or more properties.

    Trigger
    Instant
    Try It
  • Fello triggers, actions, and search
    Contact Updated

    Triggers when a contact is updated by agent in Connect.

    Trigger
    Instant
    Try It
    • Email
      Required
    • 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
    Action
    Write
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About Fello
Fello is a marketing automation platform that helps you engage consumers, optimize outreach, and convert more opportunities using AI-driven insights.
Related categories
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About Surefire CRM
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
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