Fello Connect + Lofty
Update leads in Lofty each time a new home value is viewed in Fello Connect
Stay current with changes in potential property acquisitions and manage leads effectively with this workflow. When a new home value view event occurs in the Fello Connect app, this automation promptly updates the corresponding lead within the Lofty app. This process ensures you're always up to speed, managing your real estate leads more efficiently, and maximizing business opportunities.
Stay current with changes in potential property acquisitions and manage leads effectively with this workflow. When a new home value view event occurs in the Fello Connect app, this automation promptly updates the corresponding lead within the Lofty app. This process ensures you're always up to speed, managing your real estate leads more efficiently, and maximizing business opportunities.
- When this happens...New Home Value View Event
Triggers when a contact views home value dashboard
- automatically do this!Update Lead
Updates an existing lead.
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Contact 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 ItSegmentRequired
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Contact Updated
Triggers when a contact is updated by agent in Connect.
Try ItNew Lead
Triggers when a new lead is added
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
PipelineRequired
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