1.Triggers on new lead submission
Integrate Fello and submission capture tools to pull core lead fields and a summary payload to start handoff.
Add new marketing leads to CRM and notify agents
Automatically monitor new lead submissions across Fello, Filter by Zapier, CINC, and Gmail. Create and update when contacts are present, then notify agents right awayβso you can create CRM records, attach lead notes, and send email follow-up without manual paperwork.
How this automation accelerates your lead handoff
When new lead submissions arrive, slow routing can leave agents waiting and leads slipping away. This automation uses Fello to create or update CRM leads, attaches submission notes, and emails assigned agentsβso your team gets instant follow-up.
Felloor swap with your favorite app
2.Checks for contact presence
Integrate Filter by Zapier and contact validation rules to continue only when submission includes at least one email or phone.
Filter by Zapieror swap with your favorite app
3.Creates or updates CRM lead
Integrate CINC and CRM mapping tools to create or update the lead, map fields and set the marketing source label.
CINCor swap with your favorite app
4.Adds submission note to lead
Integrate CINC and note attachments to attach the submission summary to the matched lead record for agent context.
5.Sends email to assigned agents
Integrate Gmail and email routing to notify assigned agents and CC the configured admin address for visibility.
Gmailor swap with your favorite app
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Accelerate sales handoff with automated lead routing, rep alerts, and CRM updates
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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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