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.
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 Submission
Triggers when a form is submitted
- automatically do this!Create a Contact
Creates 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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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