Intercom + LassoCRM + Formatter by Zapier
Create or update registrants on LassoCRM when a new lead is submitted via Intercom
If you're spending time manually copying form entries into your CRM, then this integration can help. Once you've set this up, it will automatically add new registrants to LassoCRM whenever a lead comes in through Intercom.
If you're spending time manually copying form entries into your CRM, then this integration can help. Once you've set this up, it will automatically add new registrants to LassoCRM whenever a lead comes in through Intercom.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!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
- Free forever for core features
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItWhich Tag?
Try ItNew Company
Triggers when a new Company is created.
Try It
Lead Converted to User
Triggers when a lead converts to a user.
Try ItContact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItNew Closed Conversation
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Try ItNew Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try It
