Add new Firepoint CRM leads as Fello Connect contacts
When a new lead is added to Firepoint CRM, this Zap will automatically create a matching contact in Fello Connect. Use this integration to save yourself from duplicate data entry.
When a new lead is added to Firepoint CRM, this Zap will automatically create a matching contact in Fello Connect. Use this integration to save yourself from duplicate data entry.
- When this happens...New Lead
Triggers when a new lead is created in Firepoint.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Add or Update Contact
Add or Update Contact from Fello Connect
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Lead Status Changed
Triggers when a lead's status changes.
Try ItTag Added
Triggers when a tag is added to a lead.
Try ItOnly continue if...Required
Contact Updated
Triggers when a contact is updated by agent in Connect.
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New Lead
Triggers when a new lead is created in Firepoint.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Lead SourceRequired
Phone NumberRequired
Lead TypeRequired
Phone Number Type
Tags
Warnings
Special Notes
Notify Direct Agent Assignee
Contact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Try ItNew Home Value View Event
Triggers when a contact views home value dashboard
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