K Factors + LassoCRM Integrations
How to connect K Factors + LassoCRM
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
BodyRequired
Body text to append to an existing history item e.g. "Talked with Jane Doe and they are no longer interested...".
CreatedBy - First Name
First Name of the person that created the history item.
CreatedBy - Last Name
Last Name of the person that created the history item.
Date
Date of history item to update.
Registrant IDRequired
The ID associated with the registrant on a project.
History IDRequired
The ID associated with the history item of a registrant.
Subject
Subject of history item to update e.g. "Left a voice message".
Type
Type of history item to update; Email, Phone, etc.
Title
Name title of the person.
First NameRequired
First name of this registrant.
Last NameRequired
Last name of this registrant.
Email
Email address for registrant.
Email Type
Email address type i.e. Work, Personal, etc.
Phone
Phone number for this registrant.
Phone Type
Phone number type i.e. Work, Personal, etc.
Address
Address of this registrant.
City
City of this registrant.
Country
Country of this registrant.
State
State of this registrant.
ZipCode
Zip Code of this registrant.
Address Type
Address of this registrant i.e. Work, Home, etc.
Contact Preference
The contactPreference associated with the Person.
Company
The company the person is associated with.
Birthday
The birthday associated with the Person.
Nickname
The nickname associated with the Person.
Rating
Rating to assign to registrant.
Follow Up Process
History Body
History Subject
History Type
Note
Use this field to record comments as notes in Lasso.
Source Type
Source of registrant i.e. Online Registration, Call In, etc.
Secondary Source Type
Secondary Source of registrant.
Send Sales Rep Assignment Notification
Select whether to send email notifications to the assigned sales rep. Note: Defaults to true/yes.
Rotation
Select a sales sep Rotation. If not selected the default rotation will be used.
Thank You Email by Id
Provide the id of an email template to have an auto reply sent to the registrant.
Domain Account ID for website tracking for a Registrant
Provide the domain account ID
GUID for website tracking for a Registrant
Provide the website tracking GUID
1 - Question
Select a Question from the dropdown to be answered below.
1 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
2 - Question
Select a Question from the dropdown to be answered below.
2 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
3 - Question
Select a Question from the dropdown to be answered below.
3 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
4 - Question
Select a Question from the dropdown to be answered below.
4 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
5 - Question
Select a Question from the dropdown to be answered below.
5 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
Would you like to add more questions?
Widget idRequired
From date
To date
New Registrant
Trigger when a new registrant is added.
Try ItBodyRequired
Body text of the history item to create e.g. "Talked with Jane Doe and they are no longer interested...".
CreatedBy - First Name
First Name of the person that created the history item.
CreatedBy - Last Name
Last Name of the person that created the history item.
Date
Date of history item to create.
Registrant IDRequired
The ID associated with the registrant on a project.
Subject
Subject of history item to create e.g. "Left a voice message".
Type
Type of history item to create; Email, Phone, etc.
Title
Name title of the person.
First NameRequired
First name of this registrant.
Last NameRequired
Last name of this registrant.
Email
Email address for registrant.
Email Type
Email address type i.e. Work, Personal, etc.
Phone
Phone number for this registrant.
Phone Type
Phone number type i.e. Work, Personal, etc.
Address
Address of this registrant.
City
City of this registrant.
Country
Country of this registrant.
State
State of this registrant.
ZipCode
Zip Code of this registrant.
Address Type
Address of this registrant i.e. Work, Home, etc.
Contact Preference
The contactPreference associated with the Person.
Company
The company the person is associated with.
Birthday
The birthday associated with the Person.
Nickname
The nickname associated with the Person.
Rating
Rating to assign to registrant.
Follow Up Process
History Body
History Subject
History Type
Note
Use this field to record comments as notes in Lasso.
Source Type
Source of registrant i.e. Online Registration, Call In, etc. This field will NOT be updated on matched registrants
Secondary Source Type
Secondary Source of registrant. This field will NOT be updated on matched registrants
Send Sales Rep Assignment Notification
Select whether to send email notifications to the assigned sales rep. Note: Defaults to true/yes, applicable only to registrant creation.
Rotation
Select a sales sep Rotation. If not selected the default rotation will be used.
Thank You Email by Id
Provide the id of an email template to have an auto reply sent to the registrant.
Domain Account ID for website tracking for a Registrant
Provide the domain account ID
GUID for website tracking for a Registrant
Provide the website tracking GUID
1 - Question
Select a Question from the dropdown to be answered below.
1 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
2 - Question
Select a Question from the dropdown to be answered below.
2 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
3 - Question
Select a Question from the dropdown to be answered below.
3 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
4 - Question
Select a Question from the dropdown to be answered below.
4 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
5 - Question
Select a Question from the dropdown to be answered below.
5 - Answer
Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).
Would you like to add more questions?
How K Factors + LassoCRM Integrations Work
- Step 1: Authenticate K Factors and LassoCRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About K Factors
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