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Fello Connect Integration

ApproveThis manages your Fello Connect Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

When Lead Gen Meets Decision-Making Muscle

Let's get real - real estate moves at two speeds: "hurry up" and "wait for approval." Fello Connect arms your team with hyper-targeted leads and market insights, while ApproveThis handles the bureaucratic heavy lifting. Together, they're like giving your operations team a double shot of espresso. No more leads rotting in inboxes while someone tracks down the right person to sign off. No more manual data entry between systems. Just faster decisions on everything from new prospect outreach to compliance-critical contract changes.

Why This Combo Doesn't Just Look Good on Paper

Fello Connect's strength is its ability to surface opportunities - a contact checking their home value six times this week isn't just a data point, it's a sales trigger. But in most brokerages, capitalizing on that moment means:

  • Slack pings to the sales manager
  • Spreadsheets updated by hand
  • Approval emails that get buried

ApproveThis replaces that circus with structured workflows that actually move when Fello's data says it's time. Conditional approvals mean a $2M listing change might route straight to the broker, while a routine lead assignment auto-approves. Bonus: External partners (think staging companies or legal) can approve things without needing access to Fello itself.

Use Cases That Actually Move the Needle

1. Killing Lead Response Lag

New Fello lead → Instant approval chain for who handles it. Sounds simple. Until you realize most agencies take 8+ hours to assign hot leads. With this integration:

How it works: Fello triggers an ApproveThis workflow the second a lead hits your CRM. Routing rules consider agent availability, past performance with similar listings, even commission splits. Managers approve/reject assignments from their phone during showings.

Who cares: Brokerages competing for first-mover advantage in tight markets. Example: A Phoenix-based agency cut lead assignment time from 14 hours to 19 minutes, boosting conversions by 40%.

2. Compliance Without the Paperwork Hangover

Agents updating client info in Fello? That's a compliance time bomb waiting to happen. Now, any contact record change (price adjustments, ownership details, etc.) requires approval before it goes live.

The twist: ApproveThis uses calculated fields to flag high-risk changes. Drop a listing price by 15%? Escalates to the managing broker automatically. Change a client's email? Maybe auto-approves if the agent has seniority.

Real impact: A 200-agent firm in Miami reduced compliance violations by 62% in Q1 after implementing this guardrail.

3. Strategic Follow-Ups (Without the Stalker Vibe)

When a homeowner checks their Fello home value dashboard 3x in a week, they're either curious or ready to sell. But bombarding them with generic emails kills deals.

Integration fix: Trigger an approval to determine follow-up strategy. Should an agent call? Send a market report? Wait 48 hours? Approval requests include the contact's history, previous interactions, and even local market trends pulled from Fello's data.

Cold hard numbers: One Austin team increased seller listings by 22% using this targeted approach, versus their old "email blast everyone" method.

Setup That Doesn't Require an IT Degree

Using Zapier, connect Fello Connect and ApproveThis in three steps even your least tech-savvy agent can handle:

  1. Pick your Fello trigger (new lead, contact change, etc.)
  2. Map the data to an ApproveThis approval template
  3. Set routing rules based on your existing approval logic

Pro tip: Start with one workflow (like lead assignments), nail it, then expand. Most teams see ROI within two weeks.

Department-Specific Wins

Sales Teams

Reduce "Who's handling this?" meetings by 80%. Approval thresholds let top performers auto-approve certain lead types, while new agents get mentorship via required manager sign-offs.

Marketing

Ensure campaign budgets get approved before Fello automations launch. Add conditional logic so smaller spends auto-approve, while big ticket items route to the CMO.

Operations

Vacation delegation features mean no more chasing down unavailable approvers. Client contract changes get reviewed by the right person, even if your usual legal contact is out.

Why This Isn't Just Another Integration

Most approval tools treat every request the same. ApproveThis adds context from Fello's data to make smarter decisions:

  • Lead source determines approval urgency
  • Deal size impacts who needs to sign off
  • Agent performance history affects assignment autonomy

Example: A $10M commercial lead from Fello might ping the broker's phone immediately, while a residential rental lead follows standard routing.

No More License Headaches

External partners (title companies, inspectors, etc.) can approve Fello-related requests via email without needing a Fello login. Keeps your data secure while eliminating "I couldn't access the system" excuses.

Bottom Line: Speed Matters

In real estate, delays cost listings. This integration isn't about flashy features - it's about compressing the time between lead generation and action. When you can approve a price reduction during a client's open house instead of waiting until morning, that's how deals close.

ApproveThis + Fello Connect via Zapier gives you the structure to move fast without breaking things. Set up takes an afternoon. The competitive advantage? That lasts way longer.

Time to Stop Losing Deals to Paperwork

Either keep doing approvals the old way (we both know how that goes), or book a 15-minute demo to see how this works live. No sales jargon - just a real look at how your team could approve 2x more in half the time.

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Integrate with Fello Connect Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Fello Connect

Suggested workflows (and their Zapier components) for Fello Connect

Create approval requests for updated Fello contacts

Stay on top of updates to your contacts by creating approval requests when contact information is changed in Fello Connect. This ensures every change meets compliance or strategic approval without delay. *Note: Configure the request details that need approval based on updated fields.*

Zapier Components

Fello Connect Logo

Trigger

Contact Updated

Triggers when a contact is updated by agent in Connect.

Action

Create Request

Creates a new request, probably with input from previous steps.

Initiate Fello workflows for new home value views

When a contact views their home value, it's the perfect moment to engage further. This integration initiates an approval workflow in ApproveThis, allowing you to decide if follow-up actions are needed. Engage strategically at every opportunity.

Zapier Components

Fello Connect Logo

Trigger

New Home Value View Event

Triggers when a contact views the home value dashboard.

Action

New Request

Triggers when a new approval request workflow is initiated.

Create approval requests for new Fello leads

Streamline your lead approval process by creating a new approval request in ApproveThis each time a form is submitted in Fello Connect. Efficiently manage and qualify leads as they come into your workflow pipeline.

Zapier Components

Fello Connect Logo

Trigger

Form Submission

Triggers when a form is submitted.

Action

Create Request

Creates a new request, probably with input from previous steps.