1.Catch new lead from Fello
Integrate Fello to capture new lead fields for follow-up and to route downstream processing for CRM contact creation.
Create CRM contacts from new marketing list leads
Automatically monitor new lead arrivals across Fello and kvCORE. Create and update CRM contacts when lead submissions complete or match indicators appearβso you can create records, enrich source tags, and assign owners without manual data entry.
How this automation creates CRM contact coverage
When new leads arrive, delays can slow outreach and leave marketing demand unserved. This automation normalizes lead tags, queries for email matches, and creates or updates kvCORE contactsβso your team can act immediately.
Felloor swap with your favorite app
2.Normalize lead fields and tags
Integrate Formatter by Zapier and lead normalization tools to map lead type into tags and to produce a source tag.
Formatter by Zapieror swap with your favorite app
3.Query CRM by email match
Integrate Webhooks by Zapier and CRM search to look up contact ids and to return match indicators by email.
Webhooks by Zapieror swap with your favorite app
4.Create kvCORE contact on no match
Integrate kvCORE and contact management to create a new contact and to set status and source tag.
kvCOREor swap with your favorite app
5.Update kvCORE contact on match
Integrate kvCORE and notes tools to update contact fields and to append normalized tags with submission summary.
6.Lookup owner or API credentials
Integrate Zapier Tables and contact ownership tools to find the correct owner and to select API credentials for updates.
Zapier Tablesor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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