Fello + Wise Agent CRM
Add new leads from Fello Connect to Wise Agent CRM instantly
Effortlessly track your interactions and engagements with potential clients by streamlining your workflow between Fello Connect and Wise Agent CRM. Whenever you receive a new lead in your Fello Connect app, this integration adds the details directly into your Wise Agent CRM in real-time. This synergy between the two platforms not only saves time but also eliminates the need for manual data entry, ensuring you never miss out on nurturing a potential client.
Effortlessly track your interactions and engagements with potential clients by streamlining your workflow between Fello Connect and Wise Agent CRM. Whenever you receive a new lead in your Fello Connect app, this integration adds the details directly into your Wise Agent CRM in real-time. This synergy between the two platforms not only saves time but also eliminates the need for manual data entry, ensuring you never miss out on nurturing a potential client.
- When this happens...Form Submission
Triggers when a form is submitted
- automatically do this!Add/Update Lead/Contact
Adds or updates a lead.
- Free forever for core features
- 14 day trial for premium features & apps
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
