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Drift + LassoCRM

Create new LassoCRM registrants from new Drift conversations

Streamline your communication and customers management process when new conversations start in Drift. This workflow instantly creates a new registrant in LassoCRM as soon as a conversation begins, enabling you to swiftly follow-up with potential customers or leads. It's a more efficient way to manage client interactions and ensure you never miss an opportunity.

Streamline your communication and customers management process when new conversations start in Drift. This workflow instantly creates a new registrant in LassoCRM as soon as a conversation begins, enabling you to swiftly follow-up with potential customers or leads. It's a more efficient way to manage client interactions and ensure you never miss an opportunity.

  1. When this happens...
    DriftDrift
    New Conversation

    Triggers when a conversation is started.

    TriggerInstant
  2. automatically do this!
    LassoCRMLassoCRM
    Create Registrant

    Creates a new Registrant on a project.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Drift triggers, actions, and search

    Conversation Manual Push

    Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.

    Trigger
    Instant
    Try It
  • Drift triggers, actions, and search

    New Lead

    Triggers when an email address is collected from a lead.

    Trigger
    Instant
    Try It
  • Drift triggers, actions, and search

    New Message

    Triggers each time a new message in a conversation is received.

    Trigger
    Instant
    Try It
  • Drift triggers, actions, and search

    User Reached Goal

    Triggers when a User has hit a goal within a playbook.

    Trigger
    Instant
    Try It
drift logo

About Drift

Drift is a messaging app that makes it easy for businesses to talk to their website visitors and customers in real-time, from anywhere.

Related categories

  • Customer Support

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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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