CrewDriver + LassoCRM
Create contractors in CrewDriver from new LassoCRM registrants
This integration creates contractors in CrewDriver from new LassoCRM registrants.
This integration creates contractors in CrewDriver from new LassoCRM registrants.
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New Registrant
Triggers when a new registrant is added.
Try ItBodyRequired
Body text of the history item to create e.g. "Talked with Jane Doe and they are no longer interested...".
CreatedBy - First Name
First Name of the person that created the history item.
CreatedBy - Last Name
Last Name of the person that created the history item.
Date
Date of history item to create.
Registrant IDRequired
The ID associated with the registrant on a project.
Subject
Subject of history item to create e.g. "Left a voice message".
Type
Type of history item to create; Email, Phone, etc.
Jobs that start after
Only display jobs that have a startDate after this date
Try It
Worker Responses
Triggers when a worker response is created.
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BodyRequired
Body text to append to an existing history item e.g. "Talked with Jane Doe and they are no longer interested...".
CreatedBy - First Name
First Name of the person that created the history item.
CreatedBy - Last Name
Last Name of the person that created the history item.
Date
Date of history item to update.
Registrant IDRequired
The ID associated with the registrant on a project.
History IDRequired
The ID associated with the history item of a registrant.
Subject
Subject of history item to update e.g. "Left a voice message".
Type
Type of history item to update; Email, Phone, etc.
Automatically merge duplicates
Automatically merge with orginal to avoid duplicates. Supports question-answers, notes and history
Title
Name title of the person.
First NameRequired
First name of this registrant.
Last NameRequired
Last name of this registrant.
Email
Email address for registrant.
Email Type
Email address type one of Home, Work, Personal, Other
Phone
Phone number for this registrant.
Phone Type
Phone number type one of Home, Mobile, Work, Other
Address
Address of this registrant.
City
City of this registrant.
Country
Country of this registrant.
State
State of this registrant.
ZipCode
Zip Code of this registrant.
Address Type
Address of this registrant i.e. Work, Home, etc.
Contact Preference
The contactPreference associated with the Person.
Company
The company the person is associated with.
Birthday
The birthday associated with the Person.
Nickname
The nickname associated with the Person.
Rating
Rating to assign to registrant.
Follow Up Process
History Body
History Subject
History Type
Note
Use this field to record comments as notes in Lasso.
Source Type
Source of registrant i.e. Online Registration, Call In, etc.
Secondary Source Type
Secondary Source of registrant.
Send Sales Rep Assignment Notification
Select whether to send email notifications to the assigned sales rep. Note: Defaults to true/yes.
Rotation
Select a sales sep Rotation. If not selected the default rotation will be used.
Thank You Email by Id
Provide the id of an email template to have an auto reply sent to the registrant.
Domain Account ID for website tracking for a Registrant
Provide the domain account ID
GUID for website tracking for a Registrant
Provide the website tracking GUID
1 - Question
Select a Question from the dropdown to be answered below.
1 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
2 - Question
Select a Question from the dropdown to be answered below.
2 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
3 - Question
Select a Question from the dropdown to be answered below.
3 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
4 - Question
Select a Question from the dropdown to be answered below.
4 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
5 - Question
Select a Question from the dropdown to be answered below.
5 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
Would you like to add more questions?
Position Updates
Triggers when a new position is created in CrewDriver.
Try ItPhone
Filter by worker's phone number
Job Id
Filter by the job Id
Worker ID
Filter by the worker's ID (Coordinators only)
Before Date
Filter by jobs before a given date
After Date
Filter by jobs after a given date
Page Number
Show a given results page
Limit Entries (per)
Limit number of results returned
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About CrewDriver
Related categories
Related categories
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