Fello + LionDesk
Create contacts in LionDesk from new leads in Fello Connect
When a new lead enters Fello Connect, this workflow creates a new contact in LionDesk instantly. This automation streamlines your lead management process, taking away the need for manual data entry and ensuring continuous communication flow, increasing productivity and efficiency. By bridging your Fello Connect and LionDesk apps, you ensure that every potential client is promptly followed up on.
When a new lead enters Fello Connect, this workflow creates a new contact in LionDesk instantly. This automation streamlines your lead management process, taking away the need for manual data entry and ensuring continuous communication flow, increasing productivity and efficiency. By bridging your Fello Connect and LionDesk apps, you ensure that every potential client is promptly followed up on.
- When this happens...Form Submission
Triggers when a form is submitted
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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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
