Fello + Top Producer
Fello + Top Producer
Create new Top Producer contacts from new Fello Connect leads
Streamline your sales process with this seamless workflow. The moment a new lead signs up on Fello Connect, a corresponding contact entry is instantly generated in Top Producer. This not only saves time on manual data entry, but also ensures consistent information transfer, helping you manage potential customers with ease and efficiency.
- When this happens...Form SubmissionTriggers when a form is submitted
- automatically do this!Create a ContactCreates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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More things you can do with Fello and Top Producer
Discover other triggers and actions you can use with Fello and Top Producer
- 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
