1.Captures new lead
Integrate CINC and lead-capture tools to trigger when a new brokerage lead is created.
Create marketing contacts from new broker leads instantly
Automatically monitor new leads across CINC, Formatter by Zapier, and Fello. Create and update when new lead captured, lead submitted, or brokerage inquiry receivedβso you can standardize contact fields, assign owners, and tag lists without manual data entry.
How this automation grows your marketing lead lists
When new brokerage leads arrive, slow routing causes missed nurture and event outreach. This automation normalizes lead details, adds or updates contacts, and tags leads for campaignsβso your team can start outreach immediately.
CINCor swap with your favorite app
2.Normalizes contact details
Integrate Formatter by Zapier and data formatting tools to format phone to E.164 and standardize address lines.
Formatter by Zapieror swap with your favorite app
3.Adds or updates contact
Integrate Fello and CRM-style contact records to upsert contact name, email, phone, address, and assigned owner.
Felloor swap with your favorite app
4.Tags or adds to list
Integrate Fello and list-tagging tools to tag by lead type or source so nurture and event outreach can start.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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