Follow Up Boss to Fello Connect Integration Features

Amanda

Features:

Lead Created is the only way to trigger contact creation from Follow Up Boss to Fello Connect.
If the agent's email address in Follow Up Boss matches a user in Fello Connect, the agent will be added/assigned to the contact in Fello Connect. If the agent does not match a user, no agent will be assigned in Fello Connect.

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

Mapped Fields

First Name *

Last Name *

Email Address *

Phone Number

*Note: The fields containing the * are Required fields*
Leads that do not contain an email address will not be sent to Fello Connect.
Updating/ changing the email address in Follow Up Boss will result in a new contact being created in Fello Connect.
When a tag is added in Follow Up Boss, the tag will also be added to the Contact in Fello. This also acts as an update and will send updated information into Fello.
Updating a lead in Follow Up Boss will update the contact in Fello Connect.