Supporting the Sierra Interactive and Fello Integration
This guide provides steps for assisting clients with the Sierra Interactive and Fello integration, including key features and comparison with Zapier.
Purpose
To equip CX team members with knowledge and steps to guide clients through the Sierra and Fello integration process effectively.
Procedure / Step-by-Step Instructions
Follow these steps to assist clients in setting up and managing their Sierra-Fello integration.
1. Access Integration in Sierra: Guide the client to Sierra’s integrations section and select Fello.
2. Authenticate Credentials: Assist the client in entering Fello credentials and authorizing the connection.
3. Map Data Fields: Work with the client to map data fields between Sierra and Fello for seamless lead management.
4. Test and Confirm: Help test the integration to ensure data flows correctly; troubleshoot if issues arise.
Additional Details / Background Information
The Sierra-Fello integration offers specialized real estate lead management, streamlining workflows compared to the more general automation capabilities of Zapier.
FAQs / Common Issues
Q: When should clients consider using Zapier instead?
A: Zapier is better suited for clients needing broader automation outside of lead management workflows.
Q: How can clients disable the integration?
A: Clients can disconnect Fello directly from their Sierra integration settings if needed.
Related Articles / Resources
Fello-Sierra Integration Overview
Sierra-Fello vs. Zapier Comparison
Fello-Sierra Integration Complete Guide
Written by Shyran Butts | Last Updated: 11/5/2024