Cloze + Fello
Create or update persons in Cloze for new leads in Fello Connect
Every time a new lead comes in through Fello Connect, this workflow will update or create a person record in your Cloze app. This streamlines your contact management process, enabling you to efficiently track and nurture leads without any manual effort. Boost your productivity and ensure you never miss a potential business opportunity with this simple and efficient automation.
Every time a new lead comes in through Fello Connect, this workflow will update or create a person record in your Cloze app. This streamlines your contact management process, enabling you to efficiently track and nurture leads without any manual effort. Boost your productivity and ensure you never miss a potential business opportunity with this simple and efficient automation.
- When this happens...Form Submission
Triggers when a form is submitted
- automatically do this!Create/Update a Person
Creates or updates a person.
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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
