Follow Up Boss + LassoCRM
Create or update Follow Up Boss contacts when new registrants are added to LassoCRM
Ensure your sales team in Follow Up Boss always has the most up-to-date contact information by linking it with your LassoCRM registrar data. This workflow starts when a new registration is added in LassoCRM, then creates or updates the corresponding contact in Follow Up Boss without initiating action plans. This efficient process helps your team stay on top of new leads and customer updates, keeping your business one step ahead.
Ensure your sales team in Follow Up Boss always has the most up-to-date contact information by linking it with your LassoCRM registrar data. This workflow starts when a new registration is added in LassoCRM, then creates or updates the corresponding contact in Follow Up Boss without initiating action plans. This efficient process helps your team stay on top of new leads and customer updates, keeping your business one step ahead.
- When this happens...New Registrant
Triggers when a new registrant is added.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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New Registrant
Triggers when a new registrant is added.
Try ItBodyRequired
CreatedBy - First Name
CreatedBy - Last Name
Date
Registrant IDRequired
Subject
Type
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
BodyRequired
CreatedBy - First Name
CreatedBy - Last Name
Date
Registrant IDRequired
History IDRequired
Subject
Type
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?
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It
