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