1.Monitor new lead submission
Integrate Fello and lead capture forms to collect each new lead and route it into your CRM workflow.
Create and tag new leads in your CRM
Automatically catch new lead submissions across Fello, kvCORE, Webhooks by Zapier, and Zapier Tables. Create and update when leads submit, emails match, or agent IDs assignβso you can create contacts, assign owners, and tag records without manual CRM entry.
How this automation creates complete CRM contacts
When new lead submissions come in, delays can leave leads unworked and data incomplete. This automation checks duplicates, creates or updates kvCORE contacts, and assigns owners and tagsβso your team can act immediately.
Felloor swap with your favorite app
2.Query CRM contact by email
Integrate Webhooks by Zapier, kvCORE, and CRM lookups to check for an existing contact using the lead email.
Webhooks by Zapieror swap with your favorite app
3.Create or update contact
Integrate kvCORE, contact fields, and tagging rules to create a new contact or update an existing one with status and source tags.
kvCOREor swap with your favorite app
4.Find internal agent mapping
Integrate Zapier Tables and CRM reporting tools to find the internal owner mapping from the assigned agent ID.
Zapier Tablesor swap with your favorite app
5.Update contact owner and tags
Integrate Webhooks by Zapier, kvCORE, and note formatting tools to update owner assignment, tags, and the lead summary note.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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