1.Monitors new lead created
Integrate Sierra Interactive and lead capture tools to detect new lead created for routing into contact management.
Add incoming homeowner leads to your contact list quickly
Automatically capture new lead created across Sierra Interactive and Fello for CRM contact management. Create and update when contactable email appears, contactable phone appears, or required fields completeβso you can validate contact info, normalize records, and add or update contacts without manual follow-up.
How this automation adds your qualified contacts fast
When new lead created comes in, unqualified or incomplete contact details slow down follow-up. This automation filters contactability, normalizes fields, and adds or updates your contact record in Felloβso your team can act immediately.
Sierra Interactiveor swap with your favorite app
2.Continues only for contactable leads
Integrate Filter by Zapier and contact validation tools to stop non qualifying leads missing email or phone.
Filter by Zapieror swap with your favorite app
3.Normalizes phone and name fields
Integrate Formatter by Zapier and data normalization tools to normalize phone numbers and name formatting.
Formatter by Zapieror swap with your favorite app
4.Adds or updates a contact
Integrate Fello and CRM record tools to map fields and create or update the contact record with owner and source.
Felloor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
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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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