Fello + Surefire CRM
Create new contacts in Surefire CRM from new form submissions in Fello
Manage your new contacts efficiently by connecting your Fello app with Surefire CRM. This automation starts when new form submissions are received on Fello, instantly creating a contact in Surefire CRM. This will help you save time, keep your database updated and allows you to focus more on client relationships than on data entry.
Manage your new contacts efficiently by connecting your Fello app with Surefire CRM. This automation starts when new form submissions are received on Fello, instantly creating a contact in Surefire CRM. This will help you save time, keep your database updated and allows you to focus more on client relationships than on data entry.
- When this happens...Form Submission
Triggers when a form is submitted
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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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
