CallRail + LassoCRM + Formatter by Zapier
CallRail + LassoCRM + Formatter by Zapier
CallRail + LassoCRM integrations
Create or update registrants on LassoCRM when they complete a CallRail call
If you're spending time manually entering CallRail call history, then this integration can help. Once you've set this up, it will automatically add (or update) new registrants to LassoCRM whenever someone completes a CallRail call and include a history item of the call.
- 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.
- automatically do this...TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Update or Create RegistrantFind registrant using first name, last name and phone (or email) and update accordingly. When a match CANNOT be found, registrant will be created
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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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About LassoCRM
LassoCRM is a CRM that empowers home selling teams by taking the guess work out of reporting, sales and the marketing process.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.