Fello + 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...Form Submission
Triggers when a form is submitted
- automatically do this!Update Lead
Updates an existing lead.
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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
