1.Detect new lead in Fello
Integrate Fello to catch new lead events and start contact lookup for lead enrichment.
Update existing CRM contacts from incoming lead records
Automatically monitor new leads in Fello across Fello, Webhooks by Zapier, Filter by Zapier, and Formatter by Zapier. Create and update when new leads arrive, matching emails appear, or property details updateβso you can refresh contacts, add agent-ready notes, and apply segmentation tags without manual updates.
How this automation enriches your CRM contacts
When new leads appear but contacts go stale, routing slows and agents lose context. This automation checks for existing contacts, refreshes contact details and properties, and adds notes and segmentation tagsβso your team can enrich records fast.
Felloor swap with your favorite app
2.Get contact by email
Integrate Webhooks by Zapier and CRM contact endpoints to lookup contact identifiers by email for updates.
Webhooks by Zapieror swap with your favorite app
3.Continue only on match
Integrate Filter by Zapier to stop the run when no existing contact identifier is returned for enrichment.
Filter by Zapieror swap with your favorite app
4.Update contact and address
Integrate Webhooks by Zapier and CRM update endpoints to refresh contact and address fields on matches.
5.Normalize lead type value
Integrate Formatter by Zapier to normalize lead type or source into a compact, tag friendly string.
Formatter by Zapieror swap with your favorite app
6.Add note and tags
Integrate Webhooks by Zapier and CRM tagging tools to write the lead summary note and apply source tags.
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Strengthen CRM records with automated lead enrichment, field updates, and contact routing
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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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