Streamline Your Client Engagement with the New Fello Integration in SAM

In the fast-paced world of real estate, effective client engagement is key to building lasting relationships. With SAM’s latest Fello integration, you can now streamline your marketing and follow-up efforts without the hassle of maintaining multiple databases.

Seamless Integration for Enhanced Marketing

The Fello integration allows your team to keep using SAM as the central hub for your contacts while Fello handles the ongoing homeowner marketing. You can select which contacts Fello should engage with, so when a homeowner interacts with marketing materials—such as filling out forms or clicking on emails—the updates are directly reflected in SAM.

Why This Matters for Real Estate Agents

• Single Source of Truth: No need to manage a separate database or wait for exports to understand client engagement.
• Real-Time Updates: Any interactions with Fello will instantly show up on the SAM contact record, ensuring you’re always informed.
• Customizable Syncing: You have control over which tagged contacts are sent to Fello and can pause syncing at any time.

How to Connect SAM and Fello

To connect your accounts, follow these steps:

1. Open Fello and navigate to Settings, then Connected Apps, and select Custom App.
2. Copy the API key and client secret.
3. In SAM, go to Setup, then Integrations, and find Fello under Marketing & Outreach.
4. Paste the copied information and hit Connect / Save.

To ensure that your contacts sync correctly, leave the option to automatically sync tagged SAM contacts to Fello enabled. You can choose different tags for contacts you want to sync or exclude.

Understanding the Update Process

In SAM, a Fello tab will indicate if a contact is synced, along with the corresponding Fello ID. The Reconcile feature allows you to connect existing contacts or send new ones if they don’t already exist in Fello.

Here’s what you need to know:

• A contact syncs only with a valid email and appropriate tags.
• Removing a tag stops future updates, but does not delete the contact in Fello.
• Fello tracks various engagement moments, such as form submissions or interests, helping you follow up meaningfully.

Utilizing Fello's Engagement Features

The integration tracks the timing of key events, so you can keep tabs on potential opportunities. You can choose important dates you want to add to your records and automate follow-up actions based on these events.

Mapping SAM Milestones to Fello Stages

The integration also allows you to map your SAM milestones to Fello’s four stages: New, Follow-Up, Qualified, and Disqualified. This ensures your marketing efforts are aligned with your follow-up strategy, enabling you to tailor your approach based on client engagement levels.

Conclusion

The new Fello integration in SAM empowers real estate agents to manage their client relationships more effectively. By consolidating homeowner marketing efforts within SAM, you can ensure that all relevant updates are captured in one place, allowing you to provide better service to your clients.

If you’re ready to enhance your marketing and engagement strategy, start by connecting SAM with Fello today.