Fello Connect and Sierra Interactive Integration

Fello Connect to Sierra Interactive Features

Written by Amanda | Feb 8, 2023 6:11:38 PM

 



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 Sierra Interactive is based on Lead Routing Rules in Sierra Interactive.

  • The following fields map over into Sierra Interactive from the lead information in Fello Connect:

    Mapped Fields
    First Name *
    Last Name *
    Email Address *
    Phone Number
    Address

     

    *Note: The fields containing the * are Required fields*

  • If the email address is changed/ updated in Fello Connect, it may cause unexpected results in Sierra Interactive.
    Note: One result could be a new lead being created in Sierra Interactive with the new email address.

  • Tags are added on the lead in Sierra Interactive 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 = Seller Lead (Fello Seller Lead)
        View Home Value = Home Value (Fello Home Value Lead)
        Get Cash Offer = Cash Offer (Fello Cash Offer Lead)





    • The Contact triggers a tag being added in Fello connect selecting the Contact Button for a Callback Request (Fello Callback Lead), and the option for Improving the Home Estimate (Fello CMA Lead):




  • 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:
  • If another address is added on the Widget under Manage Your Homes, the address in Sierra Interactive will be updated to the new address.



  • To change the address in Sierra Interactive back to the original address, the integration will need to be triggered by performing an action such as requesting a callback under the previous address.



 

 

 

 

Setup: Fello Connect to Sierra Interactive Integration

 

Setup: Sierra Interactive to Fello Connect Integration