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CallRail + LassoCRM

CallRail + LassoCRM

CallRail + LassoCRM integrations

Create new LassoCRM registrants after CallRail phone calls are completed

Put an end to manual data entry between CallRail and LassoCRM. With this workflow, every completed call in CallRail will seamlessly enroll a new registrant in LassoCRM. This saves you precious time and ensures no lead is left behind after a phone conversation. Make your customer service more effective and efficient through this automatic process.

When this happens...
Phone Call CompletedTriggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
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
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- Account
  Required
- Company
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
Try It

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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- 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.

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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 LassoCRM registrants from new CallRail companies