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.
- When this happens...New Conversation
Triggers when a conversation is started.
- automatically do this!Create Registrant
Creates a new Registrant on a project.
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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.
Try ItNew Lead
Triggers when an email address is collected from a lead.
Try ItNew Message
Triggers each time a new message in a conversation is received.
Try ItUser Reached Goal
Triggers when a User has hit a goal within a playbook.
Try It
Conversation Pushed
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.
Try ItNew Conversation
Triggers when a conversation is started.
Try ItNew Contact
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
Try ItLead StageRequired
Try It
