Fello Connect + Lofty
Update lead details in Lofty whenever new leads are added in Fello Connect
When a new lead is identified in the Fello Connect app, this workflow will immediately update the lead in the Lofty app. This seamless process ensures that all your lead information is consistently kept up-to-date across both platforms. By eliminating manual data entry, you can save time and reduce errors.
When a new lead is identified in the Fello Connect app, this workflow will immediately update the lead in the Lofty app. This seamless process ensures that all your lead information is consistently kept up-to-date across both platforms. By eliminating manual data entry, you can save time and reduce errors.
- When this happens...New Lead
Triggers when a new lead is added
- 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
Try It
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
Try It
