Actionist·Fello
Fello

Fello

· #263 most-used

Turn your real estate database into a predictable stream of seller opportunities

CRMMarketingAnalyticsAutomationEmail MarketingLead Generation

Fello is an AI-powered marketing platform built for real estate and mortgage professionals that transforms dormant contact databases into revenue-generating pipelines. It enriches every contact daily with equity position, home value estimates, ownership history, and intent signals — then fires automated, personalised outreach the moment a homeowner shows readiness to move. Connect Fello to Actionist and your agents can sync contacts, react to webhook-fired seller signals within about a minute, score leads automatically, and route hot opportunities to your CRM before a competitor calls first.

Try Fello with ActionistVisit Fello
Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate manual database scrubbing, lead-scoring spreadsheets, and the hourly dashboard checks that real estate teams run to spot seller signals before a competitor does.

Schedule

What your Fello agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Fello × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
6Apps spanned
~43 hrsSaved / week
6Personas served
For sales
Featured4 apps

Home value view triggers same-day seller outreach

The moment a homeowner opens their home value dashboard, the Sales Agent retrieves their enrichment data, creates a priority task for the listing team, fires an alert to Slack, and sends a personalised market snapshot email — all within about a minute of the view event. Speed-to-contact is maximised without any human watching a dashboard.

~12 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a homeowner views their Fello home value dashboard for the first time
Trigger
Step 1
Fello
New Home Value View Event fires for the contact
read
Step 2
Fello
Get Contact Enrichment Data to retrieve equity band and property details
write
Step 3
HubSpot
Create high-priority CRM task assigned to the listing specialist with the equity briefing
write
Step 4
Slack
Post seller-signal alert to the listing team Slack channel with contact name and equity range
write
Step 5
Gmail
Send personalised market snapshot email referencing the contact's estimated home value
Result
Create high-priority CRM task assigned to the listing specialist with the equity briefingPost seller-signal alert to the listing team Slack channel with contact name and equity rangeSend personalised market snapshot email referencing the contact's estimated home value
The win
Saved per run
35 min
Runs / week
~20×
Listing team reaches every home-value viewer before the signal cools
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    150 min / week
    Manual seller-signal monitoring

    Agents log into Fello daily to check which contacts viewed their home value dashboard, copy names to a spreadsheet, and manually create CRM tasks before making calls — a 30-minute ritual for each agent, every morning.

    Sales Agent
    0 min
    Agent reacts to seller signals within about a minute

    New Home Value View Event fires and the Sales Agent creates a priority CRM task, sends a personalised market snapshot, and posts a Slack alert — before the homeowner has navigated away from the Fello dashboard.

  • Marketing
    90 min / week
    Manual form submission lead intake

    Staff check the Fello form submission inbox every few hours, copy contact details into the CRM, send a manual acknowledgement email, and notify the assigned agent — a process that can take two to four hours from submission to agent awareness.

    Marketing Agent
    0 min
    Form submission fully processed in under a minute

    Form Submission trigger fires and the Marketing Agent creates the CRM lead, logs attribution, sends a personalised acknowledgement, and notifies the assigned agent in Slack — all within about a minute of the form submit.

  • Customer Support
    60 min / week
    Manual opt-out suppression across platforms

    When a contact unsubscribes in Fello, staff must manually suppress the contact in the CRM, email platform, and direct mail list — a multi-tab process that typically takes 15-20 minutes per opt-out and often happens hours after the event.

    Customer Support Agent
    0 min
    Agent cascades suppression across all platforms within about a minute

    Contact Unsubscribed fires and the Support Agent suppresses the contact in Fello, the CRM, the email platform, and the compliance log simultaneously — with zero manual tab-switching and a documented audit trail.

  • Human Resources
    60 min / week
    Manual new-agent sphere import and tagging

    When a new agent joins, HR manually imports their contact list into Fello, assigns CRM-owner fields one by one, and applies territory tags by hand — a two- to three-hour process for a sphere of 500 contacts.

    Human Resources Agent
    0 min
    Agent syncs the full sphere with correct attribution in one scheduled task

    The HR Agent runs Add or Update Contact for the full sphere, applies territory and agent-name tags via Tag Contact, and confirms the import against the CRM — turning a three-hour task into a background job that completes before the new agent's orientation ends.

  • Finance
    120 min / week
    Manual pipeline value estimation

    Finance manually samples Fello contact equity data, searches for home value figures, and hand-keys estimates into the pipeline forecast spreadsheet — a two-hour Monday exercise that is often 48-72 hours stale by the time it feeds the leadership review.

    Finance Agent
    0 min
    Agent calculates pipeline value from live Fello data every Monday

    The Finance Agent calls Get Contact Home Value for every hot-segment contact and writes current estimates to the forecast model in minutes — leadership opens Monday with data that is hours old, not days.

  • Operations
    60 min / week
    Manual CRM-to-Fello contact gap checks

    Operations runs a monthly report comparing CRM contact counts to Fello records, identifies gaps, and manually syncs missing contacts — a two-hour process that means new leads can go unenriched for weeks.

    Operations Agent
    0 min
    Agent runs gap remediation weekly and syncs missing contacts automatically

    Every Tuesday the Operations Agent checks the past 14 days of CRM contacts against Fello, syncs any gaps via Add or Update Contact, and logs the match rate — no contact goes unenriched for more than a week.

  • Legal
    90 min / week
    Manual TCPA suppression register maintenance

    Legal staff export DNC events from Fello weekly, cross-reference them with the suppression register, manually enter each change into the compliance log, and email legal counsel — a 90-minute weekly process with high risk of transcription error.

    Legal Agent
    0 min
    Agent maintains the TCPA register automatically with every DNC event

    Contact DNC Verification Status Changed fires and the Legal Agent tags the contact, halts outreach, updates the CRM, appends to the TCPA register, and alerts counsel in Slack — zero manual data entry, zero transcription errors, full audit trail.

+ 100s of other Fello automations
Average time saved
63 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
18
Hours saved / year
875
Annual ROI
$65,625

Based on Fello's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Fello into Actionist

Pick the connection method that suits your environment.

Connect Fello to Actionist using a Fello API key. Generate the key from your Fello account settings and paste it here — Actionist will verify the connection before enabling triggers and actions.

1
Open Fello account settings

Log in to Fello at app.fello.ai, click your profile avatar in the top-right, and choose Account Settings.

2
Generate an API key

Navigate to the Integrations section and click Generate API Key. Copy the key immediately — it will not be shown again after you navigate away.

3
Paste into Actionist

Paste the API key into the field below and click Test Connection. Actionist will verify the key and confirm whether the connection is live.

Credentials you'll need
API Key*
Fello Account Settings → Integrations → API Key → Generate
Actions

12 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

8 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Fello + Actionist

How does Actionist connect to Fello?
Open the Apps tab in Actionist, find Fello, and click Connect. Fello integrates via API key — go to your Fello account settings, generate an API key, and paste it into the connection field. Actionist runs a test call to confirm the handshake before any actions execute. Once connected, your agents can react to Fello's webhook-based triggers within about a minute of a contact event and push contact updates back to Fello through the Add or Update Contact action.
What Fello triggers are available in Actionist, and how quickly do they fire?
Actionist supports eight Fello webhook triggers: Contact DNC Verification Status Changed, Contact Address Enriched, Contact Unsubscribed, Contact Updated, New Home Value View Event, Form Submission, New Tags Added to Contact, and Felix AI Handoff. All are webhook-based, meaning Fello pushes the event to Actionist when it occurs — your agent receives and acts on the event within about a minute. There is no polling delay; the trigger fires as soon as Fello dispatches the webhook.
Can I sync my existing CRM contacts into Fello through Actionist?
Yes. The Add or Update Contact action accepts an email address as the primary key, with optional fields for first name, last name, phone number, property address, and CRM metadata. You can use this action on a scheduled agent task to bulk-sync new contacts from your CRM to Fello on a daily or weekly cadence, ensuring Fello's enrichment engine always has the most current contact set to work with. For ongoing syncs, the New Contact trigger in your CRM paired with Fello's Add or Update Contact is the most reliable real-time pattern.
What is the Felix AI Handoff trigger and when should I use it?
Fello's Felix AI is a conversational AI agent that engages homeowners via text and qualifies them for a listing conversation. When Felix determines a homeowner is ready to speak with a human agent, it fires the Felix AI Handoff webhook — passing along the homeowner's contact details and conversation context. In Actionist, this trigger is ideal for creating high-priority CRM tasks, alerting listing specialists in Slack, pulling the contact's estimated home value for a pre-call briefing, and booking calendar time — so the handoff from AI to human happens in minutes, not hours.
How do I ensure DNC and unsubscribe compliance is enforced automatically across all my platforms?
Set up two trigger-based Actionist agent tasks: one on the Contact DNC Verification Status Changed trigger and one on Contact Unsubscribed. When either fires, the agent calls Unsubscribe Contact in Fello, updates the suppression flag in your CRM, removes the contact from active email sequences, appends the event to your compliance log in Google Sheets, and posts a notification to your legal Slack channel — all within about a minute of the Fello webhook. This gives you a documented, automated audit trail that satisfies TCPA and CAN-SPAM requirements without any manual data entry.
Can Actionist react to home value view events as a seller intent signal?
Yes, and this is one of the highest-value use cases for the Fello integration. The New Home Value View Event trigger fires each time a homeowner opens their personalised Fello home value dashboard — a reliable early intent signal. You can configure the Sales Agent to react by fetching the contact's enrichment data, creating a priority outreach task in the CRM, and sending a personalised market snapshot email, all within about a minute. Teams using this pattern report significantly faster speed-to-contact on seller leads compared to waiting for a homeowner to fill out a form.
What happens when a contact's address is enriched in Fello — can Actionist react to that?
Yes. The Contact Address Enriched trigger fires when Fello successfully links a property address to a contact and returns home value and equity data. This is the earliest moment a contact becomes eligible for property-intelligence-driven outreach. A common Actionist pattern is to use this trigger to enroll the newly enriched contact in the appropriate campaign segment, create a property record in the CRM, and — if the estimated equity band is above a threshold — route the contact to a high-equity fast-lane sequence with a priority task for the listing specialist.
Which real estate CRMs work well alongside Fello in an Actionist workflow?
Actionist connects to Follow Up Boss, HubSpot, and a range of other CRMs natively, which pair naturally with Fello. A common architecture is: CRM triggers Actionist when a new contact is created → Actionist calls Fello's Add or Update Contact to enrol them in enrichment → Fello webhooks (home value view, address enriched, form submission) fire back through Actionist → Actionist updates the CRM record with enrichment data and creates agent tasks. This bidirectional loop keeps both systems in sync without any manual data transfer, and it works with any CRM that Actionist supports.