Capsule CRM + LassoCRM

Create LassoCRM registrants from new or updated Capsule CRM contacts

Effortlessly manage your contacts between Capsule CRM and LassoCRM with this seamless workflow. When a new or updated contact appears in Capsule CRM, this automation creates a matching registrant in LassoCRM. Keep your data up to date and avoid manual entry of information, making sure your team can easily access accurate contact details across both platforms.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Registrant
Creates a new Registrant on a project.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- History IDRequired
- Subject
- Type
Action
Write
- Automatically merge duplicates
- Title
- First NameRequired
- Last NameRequired
- 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

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Registrant
Triggers when a new registrant is added.
Trigger
Scheduled
Try It
- BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- Subject
- Type
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Highrise

CRM (Customer Relationship Management)

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Capsule CRM + LassoCRM

Create LassoCRM registrants from new or updated Capsule CRM contacts

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Update and Append to a History Item

BodyRequired

CreatedBy - First Name

CreatedBy - Last Name

Date

Registrant IDRequired

History IDRequired

Subject

Type

Create Registrant

Automatically merge duplicates