Fello Connect to Follow Up Boss Integration Features

Amanda

Features:

A lead created through the Widget is the only way for a lead to go through the integration via Contact Creation.
Agent assignment when the lead is created in Follow Up Boss is based on Lead Flow Rules in Follow Up Boss.
After the integration has been activated, you can go to the Target Options> Custom Mappings and choose the default stage you would like to assign to your new leads in Follow Up Boss:

The following fields map over into Follow Up Boss from the lead information in Fello Connect:

Mapped Fields

First Name *

Last Name *

Email Address *

Phone Number

Address

Source

Campaign

Medium

*Note: The fields containing the * are Required fields*
The Source, Campaign, and Medium information will be mapped to the Activity field on the lead in Follow Up Boss:
If the email address is changed/ updated in Fello Connect, it may cause unexpected results in Follow Up Boss.
Note: One result could be the new email address being added to the lead in Follow Up Boss with a matching phone number.
Tags are added on the lead in Follow Up Boss based on a few instances:
- A tag is added under Source Options> Filters or Target Options> Conversation Tags that will be added when the integration executes:
- A tag is added based on the option chosen within the Widget:
  Sell My Home = Cash Offer (Fello Seller Lead)
  View Home Value = Home Value (Fello Home Value)
- The Contact triggers a tag being added in Fello connect selecting the Contact Button for a Callback Request (Fello Callback Request), and the option for Improving the Home Estimate (Fello CMA Request):

Each time an action is performed that triggers the integration, it will also add a note to the lead that contains the information from the Widget:

Example: