1.Monitor new lead submissions
Integrate Fello to detect incoming lead submissions so you can start lead normalization.
Create or update CRM lead from marketing form
Automatically monitor new lead submissions in Fello across marketing capture forms. Create or update CRM seller records by formatting fields, filtering untagged referrers, and searching by email when lead submissions come inβso you can update sources, add notes, and tag leads without manual list cleanup.
How this automation creates and updates CRM leads
When new Fello leads arrive with missing source or tags, manual follow-up slows sales and increases missed context. This automation filters, formats, and matches leads by email, then updates or creates records in Sierra Interactiveβso your team can act immediately.
Felloor swap with your favorite app
2.Filters leads missing source or tag
Integrate Filter by Zapier and referrer URL checks to continue only for leads missing source or tags.
Filter by Zapieror swap with your favorite app
3.Formats names and AVM fields
Integrate Formatter by Zapier and data formatting tools to format lead names and AVM values.
Formatter by Zapieror swap with your favorite app
4.Finds existing lead by email
Integrate Sierra Interactive and CRM search tools to match leads by email and detect existing records.
Sierra Interactiveor swap with your favorite app
5.Branches when lead exists
Integrate Paths by Zapier and routing logic to follow the update path when a match is found.
Paths by Zapieror swap with your favorite app
6.Updates lead with new source and notes
Integrate Sierra Interactive and CRM update tools to update lead details, notes, and tags for matched records.
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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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