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CallRail + LassoCRM

CallRail + LassoCRM

CallRail + LassoCRM integrations

Create LassoCRM registrants from new CallRail companies

Effortlessly manage company registrations with this seamless workflow between CallRail and LassoCRM. When a new company is created in CallRail, this automation will help you save time by instantly creating a registrant in LassoCRM. Stay organized and streamline your registrant management process with this efficient solution.

When this happens...
Company CreatedTriggers when a new Company is created.
TriggerInstant
automatically do this!
Create RegistrantCreates a new Registrant on a project.
ActionWrite

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More things you can do with CallRail and LassoCRM

Discover other triggers and actions you can use with CallRail and LassoCRM

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Company
  Required
Trigger
Instant
Try It
- Accounts
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Accounts
  Required
Trigger
Instant
Try It

- Body
  Required
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant ID
  Required
- History ID
  Required
- Subject
- Type
Action
Write
- Automatically merge duplicates
- Title
- First Name
  Required
- Last Name
  Required
- Email
- Email Type
- Phone
- Phone Type
- Address
- City
- Country
- State
- ZipCode
- Address Type
- Contact Preference
- Company
- Birthday
- Nickname
- Rating
- Follow Up Process
- History Body
- History Subject
- History Type
- Note
- Source Type
- Secondary Source Type
- Send Sales Rep Assignment Notification
- Rotation
- Thank You Email by Id
- Domain Account ID for website tracking for a Registrant
- GUID for website tracking for a Registrant
- 1 - Question
- 1 - Answer
- 2 - Question
- 2 - Answer
- 3 - Question
- 3 - Answer
- 4 - Question
- 4 - Answer
- 5 - Question
- 5 - Answer
- Would you like to add more questions?
Action
Write

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
New Registrant
Triggers when a new registrant is added.
Trigger
Polling
Try It
- Body
  Required
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant ID
  Required
- Subject
- Type
Action
Write

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Learn moreLearn moreHelpHelp

Related categories

About LassoCRM

LassoCRM is a CRM that empowers home selling teams by taking the guess work out of reporting, sales and the marketing process.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Create or update registrants on LassoCRM when they complete a CallRail call

Create new LassoCRM registrants after CallRail phone calls are completed