Fello + Follow Up Boss
Update and manage contacts in Follow Up Boss when contacts are updated in Fello Connect
Keep your contacts in Fello Connect and Follow Up Boss perfectly aligned with this smooth-running workflow. Once set up, it springs into action whenever a contact is updated in Fello Connect, and immediately creates or updates the same contact in Follow Up Boss without triggering action plans. This efficient and consistent process not only keeps your contact data up-to-date across platforms but also saves valuable time.
Keep your contacts in Fello Connect and Follow Up Boss perfectly aligned with this smooth-running workflow. Once set up, it springs into action whenever a contact is updated in Fello Connect, and immediately creates or updates the same contact in Follow Up Boss without triggering action plans. This efficient and consistent process not only keeps your contact data up-to-date across platforms but also saves valuable time.
- When this happens...Contact Updated
Triggers when a contact is updated by agent in Connect.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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Contact DNC Verification Status Changed
Triggers when a contact's DNC verification status changes.
Try ItContact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Try ItNew Home Value View Event
Triggers when a contact views home value dashboard
Try ItNew Tags Added to Contact
Triggers when a new tag is added for the contact
Try It
Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
Try ItContact Updated
Triggers when a contact is updated by agent in Connect.
Try ItForm Submission
Triggers when a form is submitted
Try ItEmailRequired
Full Name
First Name
Last Name
Phone
Street Address
Apt/Unit number
City
State
Zip
Full Address
Lead Type
Tags
Assigned Agent Name
Assigned Agent Email
Assigned Agent Id
Record Status
CRM Link
CRM Name
CRM Source
CRM Stage
CRM Created Date
Additional Email 1
Additional Email 2
Additional Email 3
Additional Email 4
