1.Monitors new lead submissions
Integrate Fello and lead intake tools to capture incoming lead payload and pass submission fields into the workflow.
Create or update CRM contact from marketing leads
Automatically capture new lead submissions across Fello and route enriched CRM contact data through Zapier tools and kvCORE. Create and update CRM contacts when new leads arrive, lead payloads are submitted, or leads are createdβso you can normalize fields, assign ownership, and keep one reference without manual entry.
How this automation creates CRM contacts
When new lead submissions happen, delays can break follow-up and leave owners guessing which record to use. This automation captures lead payloads, normalizes fields, looks up the right agent mapping, and creates or updates CRM contacts and lead referencesβso your team can respond faster.
Felloor swap with your favorite app
2.Normalizes lead fields
Integrate Formatter by Zapier, data formatting tools, and mapping rules to standardize phone and email and map source and address fields.
Formatter by Zapieror swap with your favorite app
3.Looks up agent mapping
Integrate Zapier Tables and routing data to find the matching agent or team mapping and retrieve owner or auth info.
Zapier Tablesor swap with your favorite app
4.Creates or updates contact
Integrate kvCORE and CRM contact fields to match by email and phone and write normalized contact, address, and tag data.
kvCOREor swap with your favorite app
5.Writes CRM reference back
Integrate Fello and CRM link mapping to update the originating lead with the CRM contact id and profile link.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
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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