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Gravity Forms + LassoCRM

Create or update registrants on LassoCRM when they submit a Gravity Form

If you're spending time manually copying contacts into LassoCRM this integration can help. Once you've set this up, it will automatically add new (or update existing) registrants to LassoCRM whenever someone submits one of your Gravity Forms.

If you're spending time manually copying contacts into LassoCRM this integration can help. Once you've set this up, it will automatically add new (or update existing) registrants to LassoCRM whenever someone submits one of your Gravity Forms.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    LassoCRMLassoCRM
    Update or Create Registrant

    Find registrant using first name, last name and phone (or email) and update accordingly. When a match CANNOT be found, registrant will be created

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • BodyRequired

    • CreatedBy - First Name

    • CreatedBy - Last Name

    • Date

    • Registrant IDRequired

    • History IDRequired

    • Subject

    • Type

    Action
    Write
    • 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?

    Action
    Write
    • FormRequired

    Action
    Write
  • LassoCRM triggers, actions, and search

    New Registrant

    Triggers when a new registrant is added.

    Trigger
    Scheduled
    Try It
    • BodyRequired

    • CreatedBy - First Name

    • CreatedBy - Last Name

    • Date

    • Registrant IDRequired

    • Subject

    • Type

    Action
    Write
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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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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