Fello Integration Setup
Sync between your Sierra Interactive CRM and Fello account & unlock the seller leads hidden in your database.
Table of Contents
Why This Feature Matters
Every agent has potential seller leads sitting dormant in their database. The challenge is identifying who is ready to transact. Homeowners might be browsing their home value, requesting cash offers, or engaging with marketing materials, but without a connected system, these valuable signals are often missed. This disconnect leads to lost opportunities and leaves you reacting to leads instead of proactively generating them.
The direct Fello integration solves this by syncing crucial engagement data right into your Sierra CRM. When a homeowner in your database interacts with Fello, that activity is automatically logged on their contact record in Sierra. This gives you a complete picture of their journey, helps you identify the most engaged potential sellers, and allows you to trigger timely, personalized follow-up.
Real-world Examples:
- Automated Lead Nurturing: A homeowner requests a home value report through Fello. This activity syncs to Sierra and automatically adds a "Potential Seller" tag, triggering a drip campaign designed to nurture them with market updates and seller tips.
- Proactive Agent Follow-Up: An agent sees that a contact has requested a cash offer via Fello. They receive an instant notification and can call the lead immediately with context, dramatically increasing their chance of securing the listing.
How to Set Up the Fello Integration
Follow these simple steps to connect your Sierra Interactive account with Fello.
1. Navigate to Integrations
First, log in to your Sierra CRM. Click the Settings gear icon in the top navigation bar, and from the dropdown menu, select Integrations.
2. Select the Fello Integration
In the Integrations menu, click on the Direct API tab. Scroll through the list of available integrations and click on Fello.
3. Accept the Terms and Activate
A window will appear with the Acceptable Use Policy. Review the terms, check the box to confirm your agreement, and click Next. On the following screen, click the Activate button.
4. Copy Your API Key
Once activated, the system will generate a unique API key. Click the copy icon next to the key to copy it to your clipboard. You will need to paste this key into your Fello account settings to complete the connection.
5. Confirm the Active Status
After you have copied the key, you will see Fello listed as "Active" in your Direct API integrations list, confirming the connection is live on Sierra's end.
Best Practices for Success
Connecting the accounts is just the first step. Use these strategies to maximize your results.
Use Tags to Trigger Action Plans
Create rules in Sierra to automatically apply tags like "Fello Seller Lead" or "Requested Cash Offer" based on synced activity. Use these tags to launch specific action plans that deliver relevant, automated follow-up.
Segment Your Database for Targeted Marketing
Build saved filters in your CRM for all leads with Fello activity. This creates a high-intent audience segment you can use for targeted email blasts, call campaigns, or event invitations focused on sellers.
Customize Your Dashboard
Add a panel to your agent dashboard that shows recent Fello activities. This keeps potential seller leads top-of-mind and ensures you never miss a chance for timely outreach.