Fello - BoldTrail Integration (Complete Guide)

Learn how to connect Fello with BoldTrail to sync all your contacts and users.

Overview of the Integration

This integration makes it easy to bring over your existing contacts and users from BoldTrail into Fello and vice versa. 

Integration Highlights:

• Sync contact/lead records automatically between Fello and BoldTrail
• Granular controls over the type of contacts that are synced 
• Update contact information in BoldTrail based on contact activity in Fello
• Sync BoldTrail user information to Fello
• Direct integration that doesn’t require third-party services like Zapier or Real Synch

In this guide: 

• How to Set Up the Integration
  
  • Setting Up Contact Sync
    • Field Mapping
    • Event Mapping
    • Limits
    • Review
  • Mapping Users
• Managing the Integration
  • Check Sync Status & Fix Sync Errors
  • Re-Configure the Integration

• • Pause & Resume the Integration
  • Remove the Integration
• Troubleshooting
  
  

How to Set Up the Integration

 

To start setting up the integration:

• Sign in to your Fello account. 
• Click on your profile from the top-right corner and go to Settings > Integrations.
• Navigate to the Connected Apps section.
• Click the BoldTrail card. 
  
  
• Click Continue Setup in the top-right corner.
  
  

Your account would already be connected based on the API Key and User ID that you shared with us before, so you can proceed to the next step, which is to set up contact sync. 

 

Setting Up Contact Sync

You can start configuring which records you’d like to sync and how you want to sync them. 

Click Set Up Contact Sync to proceed.

You will now see the following sections: 

• Field Mapping
• Event Mapping 
• Limits 
• Review

Field Mapping 

Configure how to map the fields of your Leads in BoldTrail to your Contacts in Fello. 

• Click the Sync Direction (the 2-way arrow) dropdown to select how you want to sync data.
  
  

            

Sync Options	Description
Data syncs between Fello and BoldTrail	Contact and lead details will be updated across both Fello and BoldTrail.
Data sync only to Fello	Only lead records from BoldTrail will be updated in Fello.
Data syncs only to BoldTrail	Only contact details from Fello will be updated in BoldTrail.

Tip: For most users, we recommend syncing data between both Fello and BoldTrail to ensure that you’re always working with the most up-to-date information in either platform. 

• Enable or disable fields to be synced as required. (Some fields cannot be disabled as they are required for the integration to work correctly.)
  
  
  
  
• Click on any value in the Overwrite Preference column to change the default overwrite settings.
  
  

Overwrite Options	Description
Always overwrite to most up-to-date	The most recently changed lead/contact field in either Fello or BoldTrail will be updated to the other platform.
Don’t overwrite existing values	If a lead/contact field in either Fello or BoldTrail already contains a value, then it will not be overwritten – even if the other platform has the more up-to-date value.
Don’t overwrite existing values in BoldTrail	If a lead's field in BoldTrail already contains a value, then it will not be overwritten with values from Fello. (This option will still overwrite values in Fello, based on your chosen sync direction.)
Don’t overwrite existing values in Fello	If a contact field in Fello already contains a value, then it will not be overwritten with values from BoldTrail. (This option will still overwrite values in BoldTrail, based on your chosen sync direction.)

• Make changes as required for the rest of the fields and click Next in the top-right corner to proceed to the Event Mapping section.

Event Mapping 

This section is optional. It lets you update fields in BoldTrail based on events in Fello. For example, you could use it to update notes or Fellow-specific information (like the current stage or form summary) in BoldTrail based on lead activity in Fello. 

Some events will be mapped by default: 

You can edit these default event mappings as required.

To configure a new event mapping: 

• Click + New Event.
• Add a Trigger for your event. The trigger can be an event that takes place in Fello, such as new leads or engagement activity.
  
  
  
  
• Set a Filter for your event to narrow it down even further. (Filters are optional.)
  
  
  
  
• Set an Action that you want to occur in BoldTrail when your event is triggered. To do this, select the field that needs to be updated in BoldTrail, and select the information from Fello that needs to be updated in that field.
  
  
  
  
• Click Add Field if you’d like to update multiple fields in BoldTrail based on your trigger. 
• Click Save.

You can configure multiple events as required, and edit or delete events at any time. 

Click Next to proceed to configure sync limits. 

Limits

If you don’t want to sync all of your contacts between Fello and BoldTrail, then you can set criteria to filter them here. This integration allows you to set different filters for contacts from BoldTrail to Fello and vice versa. 

To set sync limits, click Edit near the filter that you want to edit. 



You can also specify whether the integration adds new contacts records or only updates existing ones for contacts from BoldTrail to Fello. 

Click Next to proceed to review your sync settings. 

Review 

This page shows you a summary of the sync settings that you’ve configured.



Check all of your settings, make changes if required, and click Save & Sync when you’re good to go. 

Now, your contacts will begin to be synced. This process could take anywhere from a few minutes to a couple of hours, depending on the number of contacts. You will receive a notification when it’s done. You could also check the current status of sync at any time. 

Mapping Users

This is the final step of setting up the integration. Here, you can invite missing users to Fello or map your users in Fello to your users in BoldTrail.

Click Set Up User Mapping to continue.

 

Note: This is an optional step but we recommend doing it for the best experience with this integration, since contextual information like the assigned agent in BoldTrail being displayed in Fello won’t be possible without it. 

You will see 3 categories of users on this page:

1. Matched Users

These are users with the same email address in both Fello and BoldTrail. If you think any of the matchings here are incorrect, you can click on that record to remove the match and select a new one. 

2. No Fello Matches

These are users who are not part of your Fello account yet. You can invite them to Fello by clicking the Invite User button next to each user, or by clicking the Invite Missing BoldTrail Users button to invite all the missing users at once.



Note: Users invited this way will be invited as agents by default. You can update roles and permissions for your users later. Learn more. 

3. No BoldTrail Matches

These are users in Fello who could not be matched with any users in BoldTrail. 



When you’re done mapping users, click Done from the top-right corner.

You have now completed the setup and your integration is ready to use!

The next sections in this guide will cover monitoring and managing the integration.  

Managing the Integration 

In this section:

• Check Sync Status & Fix Sync Errors
• Re-Configure the Integration
• Pause & Resume the Integration
• Remove the Integration

Check Sync Status & Fix Sync Errors

To check the status of your sync: 

• Go to Fello > Settings > Integrations.
• Navigate to the Connected section.
• Click on BoldTrail. 
• Navigate to the Overview tab.

Here, you can check whether sync is on or off for users and contacts, and also see how many of them are in sync, and how many of them are failing to be synced.

To troubleshoot sync failures, we recommend checking the Sync Report. You can access it by switching over to the Sync Report tab from the left sidebar. 

Users or contacts that failed to be synced will show up here, and you can click on a record to view errors for why the sync failed.

Once you’ve corrected the error, click Retry from the same page to sync them again.

Re-Configure the Integration

You can make changes to your sync settings at any time. To do this: 

• Go to Fello > Settings > Integrations.
• Navigate to the Connected section.
• Click on BoldTrail. 
• Navigate to the Contact Sync tab.
  
  
• Click Edit Configuration.

Change your sync settings as required and save them when you’re done. 

Pause & Resume the Integration

This integration can be paused and resumed at any time by enabling or disabling the sync. To do this: 

• Go to Fello > Settings > Integrations.
• Navigate to the Connected Apps section.
• Click on BoldTrail. 
• Navigate to the Overview tab.
• Click the 3-dot icon in the Sync Overview section.
  
  
   
• Click Turn Off sync.

Now, the sync has been turned off and the integration is paused. You can turn on sync at any time by following the same steps.  

Remove the Integration

To remove the integration completely: 

• Go to Fello > Settings > Integrations.
• Navigate to the Connected Apps section.
• Click on BoldTrail. 
• Navigate to the Overview tab.
• Click the Actions dropdown and select Disconnect App. 
• Type “disconnect” in the popup that appears and click Disconnect.

Now, the integration, along with all of your configurations will be removed. 

Note: Removing the integration will not affect any data that was already synced between Fello and BoldTrail. 

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Troubleshooting

Problem	Cause	Solution
Sync errors & sync failures	Usually caused by invalid values in fields.	Check the Sync Report to find the reason for the error and retry the sync. Learn more.
Incomplete syncing of contact details	There may be some fields in Fello or BoldTrail that are not mapped with each other.	Check the fields that are currently mapped, and enable the ones you need. If you can’t find the missing fields here, then contact support for further assistance. Learn more.
Contact records have outdated information	Your sync direction or your overwrite settings may be configured incorrectly.	Check your sync direction and Sync Limits settings. Learn more.
Integration stops working intermittently or altogether	Possible causes:  Service disruptions from either Fello or BoldTrail.  Incorrect network settings API key error	Check your firewall settings to see if it’s blocking any of Fello’s communications.
Delayed syncing	Unexpectedly large volume of updates between Fello & BoldTrail.	These occurrences are rare and usually get fixed automatically. Please contact Fello support if you experience this frequently.

If you require further assistance, please don’t hesitate to contact Fello support (support@hifello.com). To expedite the support process, we recommend that you also mention the specifics of your issue, such as error messages from the sync report or any steps that you’ve already taken from your side.