Overview

By setting up an integration for Fello, you will gain the ability to sync Contacts in Fello with Contacts/Leads in many CRM's! There are three possible integrations to use and customize.

 

1. Fello Forms to [CRM] contacts
   1. When a Contact is created or updated in Fello, it will sync to your target CRM.
   2. In addition, a Note will be created for each Contact containing additional information about their Form Submission.
2. Fello Forms post a note to [CRM]
   1. When a Contact is created or updated in Fello, it will add the Contact's Form Submission information to the matching Contact's Notes in your target CRM.
      1. NOTE: This workflow is to be used if Notes are desired, but Contact Creation/Update is not.
3. [CRM] contacts to Fello Contacts
   1. When a Contact is created in your target CRM, it will create a Contact in Fello.

 

How do I set up my Integration?

• Starting in Fello
  1. Log into Fello.
  2. Navigate to the Integrations page in the App Marketplace and click on API Nation.
  3. This will redirect to the fello.ai 1 app page on API Nation.
  4. Proceed to step #3 on the next section, "Starting in API Nation".
• Starting in API Nation
  1. Log into API Nation and navigate to the App Marketplace.
     1. 
  2. Look up "Fello" and click on the tile.
     1. 
  3. Look up the desired CRM to sync with.
     1. 
  4. Select the desired integration to create: it is recommended to repeat this process an additional time to set up the other highlighted integrations below. The second integraiton is to be used instead of the first if Contacts should not be updated/created in the CRM.
     1. Fello Forms to [CRM] contacts
     2. Fello Forms post a note to [CRM]
     3. [CRM] contacts to Fello Contacts
        1. 
  5. Connect both applications; follow instructions on how to setup connections as necessary.
     1. 
  6. Confirm Workflow setup.
  7. Activate the workflows.
     1. Each workflow can be customized or remapped prior to activation - please see below for details.

 

Fello Forms to [CRM] contacts

When a new Lead is generated from a Contact via Forms in Fello, it will sync to your target CRM.

In addition, a Note will be created for each Contact containing additional information about their Form Submission.

 

Fields

The following fields from Fello can be carried over.

1. Event Type
2. Event Date
3. Contact Info Contact ID
4. Contact Info Property ID
5. Contact Info Email ID
6. Contact Info Assigned User Email ID
7. Form Submission Info Lead Type
8. Form Submission Info Source Type
9. Form Submission Info Source Detail
10. Form Submission Info Submission Date
11. Form Submission Info Referrer URL
12. Form Submission Info First Name
13. Form Submission Info Last Name
14. Form Submission Info Phone
15. Form Submission Info Email ID
16. Form Submission Data Address
17. Form Submission Data State
18. Form Submission Data City
19. Form Submission Data Zip
20. Form Submission Data County
21. Form Submission Data Beds
22. Form Submission Data Baths
23. Form Submission Data Partial Baths
24. Form Submission Data Sq Ft
25. Form Submission Data Stories Count
26. Form Submission Data Parking Count
27. Form Submission Data Year Built
28. Form Submission Data Basement Present
29. Form Submission Data Kitchen Condition
30. Form Submission Data Bathroom Condition
31. Form Submission Data Additional Bathroom Condition
32. Form Submission Data Flooring Condition
33. Form Submission Data Home Paint Condition
34. Form Submission Data Overall Condition
35. Form Submission Data Kitchen Remodeled
36. Form Submission Data Baths Remodeled
37. Form Submission Data Partial Baths Remodeled
38. Form Submission Data Wall Paint Color Intensity
39. Form Submission Data HOA
40. Form Submission Data Well Water
41. Form Submission Data Septic System
42. Form Submission Data Solar Panels
43. Form Submission Data Swimming Pool
44. Form Submission Data Home Remarks
45. Form Submission Data How Did You Hear
46. Form Submission Data Buying With Selling
47. Form Submission Data Sale Timeline
48. Form Submission Data Home Worth
49. Form Submission Data Message
50. Contact Details Contact ID
51. Contact Details Contact Name
52. Contact Details Email
53. Contact Details Email Status
54. Contact Details Record Status
55. Contact Details Created At
56. Contact Details Tags
57. Contact Details Engagement Num of Form Submissions
58. Contact Details Engagement Last Form Submission Date
59. Contact Details Engagement Num of Email Sends
60. Contact Details Engagement Num of Email Opens
61. Contact Details Engagement Num of Email Clicks
62. Contact Details Engagement Num of Dashboard Views
63. Contact Details Engagement Last Dashboard Viewed Date
64. Contact Details Engagement Num of Dashboard Clicks
65. Contact Details Property Street Address
66. Contact Details Property Apt Or Unit Number
67. Contact Details Property City
68. Contact Details Property State
69. Contact Details Property Zip
70. Contact Details Contact Lead Score
71. Contact Details Contact Proof of Consent URL

 

Filter

Your sync can be customized to only allow specific events through.

 

1. For example, a possible filter, shown below, reads as such: “Only sync Leads with a tag containing "sync".
2. On the left is the field that will act as the “reference field” for the Filter. 
3. The center box is the logic operator - the Workflow will use this as the “rule” for what is allowed through. This is a dropdown menu with predesignated options for you.
4. The right box is the specified value which can be a string, date, etc.

 

 

Fello Forms post a note to [CRM]

When a Lead is generated in Fello, create a Note in the CRM for the matching Contact. This note contains important information from the Form Submission (Bedrooms, Bathrooms, # of Views, etc).

This workflow does NOT create or update Contacts, and should be used if Notes about new Form Submissions are desired but NOT contact import/update.

 

Fields

The syncable fields from Fello are identical to those described above in Fello Forms to [CRM] contacts.

 

Filter

Your sync can be customized to only allow specific events through.

 

1. For example, a possible filter, shown below, reads as such: “Only sync Leads with a tag containing "sync".
2. On the left is the field that will act as the “reference field” for the Filter. 
3. The center box is the logic operator - the Workflow will use this as the “rule” for what is allowed through. This is a dropdown menu with predesignated options for you.
4. The right box is the specified value which can be a string, date, etc.

 

 

[CRM] contacts to Fello Contacts

1. When a Contact is created or updated in your target CRM, it will create a Contact in Fello.

Fields

The following fields in Fello can be synced into.

1. Email
2. Full Name
3. Phone
4. Tags
5. Address
6. CRM Fields Name
7. CRM Fields URL
8. CRM Fields Source
9. CRM Fields Stage
10. CRM Fields Created Date
11. Assigned User Email ID

Filter

Your sync can be customized to only let some Contacts through.

1. For example, a possible filter, shown below, reads as such “Only sync contacts whose Tags Contain 'fello'.”
2. On the left is the field that will act as the “reference field” for the Filter. 
3. The center box is the logic operator - the Workflow will use this as the “rule” for what is allowed through. This is a dropdown menu with predesignated options for you.
4. The right box is the specified value which can be a string, date, etc.

 

 

FAQ

Q: I updated my data in [CRM] - why is it not syncing?

A: Some CRM's, like Lofty, can take up to 30 minutes to push a change out of their webhooks. If the problem persists after this timespan, please contact API Nation support.

 

 

Schedule a Set Up Call

If you have any questions about onboarding, feel free to contact our Support team at [email protected]! We will walk you through the onboarding process so that it's as smooth as possible.