Formsite + LassoCRM integrations
Add new Formsite form results to LassoCRM as registrants
Effortlessly streamline your Formsite form submissions into LassoCRM by setting up this workflow. When a new form result is submitted in Formsite, it will create a registrant in LassoCRM, eliminating manual data entry and improving your customer management process. Spend more time focusing on your real estate business and let this automation handle the rest.
- When this happens...New Form ResultTriggers when a user submits a new form result.
- automatically do this!Create RegistrantCreates a new Registrant on a project.
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More things you can do with Formsite and LassoCRM
Discover other triggers and actions you can use with Formsite and LassoCRM
- FormRequired
Try ItTriggerInstant- BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- History IDRequired
- Subject
- Type
ActionWrite- 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?
ActionWrite
- New Registrant
Triggers when a new registrant is added.
Try ItTriggerPolling - BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- Subject
- Type
ActionWrite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Related categories
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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