Fello + Sierra Interactive

Trigger traditional plans in Sierra Interactive for new home value views in Fello Connect

Harness the power of process optimization with this workflow. When a new home value view event takes place in the Fello Connect app, this streamlined automation immediately applies a traditional action plan in the Sierra Interactive app. It efficiently helps real estate professionals respond promptly and effectively to potential buyers, enhancing their chances of a successful deal.

When this happens...
New Home Value View Event
Triggers when a contact views home value dashboard
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Apply Traditional Action Plan
Apply a Traditional Action Plan.
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Supported triggers and actions

Contact DNC Verification Status Changed
Triggers when a contact's DNC verification status changes.
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Contact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
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New Home Value View Event
Triggers when a contact views home value dashboard
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New Tags Added to Contact
Triggers when a new tag is added for the contact
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- SiteRequired
- AgentRequired
- Source Type
- Type
- SourceRequired
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- SiteRequired
- AgentRequired
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- SiteRequired
- AgentRequired
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- SitesRequired
- AgentRequired
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- Fully Automated Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- Lead First NameRequired
- Lead Last NameRequired
- PasswordRequired
- Lead Type
- Lead Status
- EmailRequired
- Email Status
- Phone
- Phone Status
- Agent
- Referral Fee
- Send Registration Email
- Lead Source Type
- Note
- Tags
- Source
- Site
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
- Lead Id or Email or PhoneRequired
Action
Write
- Fully Automated Action PlanRequired
- Update Action Plan StatusRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write
- Lead Id or Email or PhoneRequired
- First Name
- Last Name
- Password
- Email
- Phone
- Referral Fee
- Note
- Lead Status
- Email Status
- Phone Status
- Source Type
- Tags
- Remove Tags
- Source
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write

Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
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Contact Updated
Triggers when a contact is updated by agent in Connect.
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Form Submission
Triggers when a form is submitted
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- EmailRequired
- 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
Action
Write
- SiteRequired
- AgentRequired
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- SiteRequired
- AgentRequired
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- AgentRequired
- New TagRequired
- SitesRequired
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- MessageRequired
- Lead Id or Email or PhoneRequired
Action
Write
- Traditional Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- TypeRequired
- DescriptionRequired
- Due DateRequired
- Lead ID or Email or PhoneRequired
Action
Write
- Lead Id or Email or Phone NumberRequired
Action
Write
- Traditional Action PlanRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write