Popular ways to use LassoCRM workflows

• Create or update registrants on LassoCRM when they submit Wufoo forms

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Wufoo, LassoCRM

  Wufoo + LassoCRM

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Update or Create Registrant

  See Zap detailsTry it

  Create or update registrants on LassoCRM when they submit Wufoo forms

  

  by Zapier

  Zapier

  Create or update registrants on LassoCRM when they submit Wufoo forms

  Try it

  • 
  • 

  Wufoo, LassoCRM

  Wufoo + LassoCRM

• Create new LassoCRM registrants when they make new Typeform submissions

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Typeform, LassoCRM

  Typeform + LassoCRM

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Update or Create Registrant

  See Zap detailsTry it

  Create new LassoCRM registrants when they make new Typeform submissions

  

  by Zapier

  Zapier

  Create new LassoCRM registrants when they make new Typeform submissions

  Try it

  • 
  • 

  Typeform, LassoCRM

  Typeform + LassoCRM

• Create or update registrants in LassoCRM with new leads in Facebook Lead Ads

  

  by Zapier

  Zapier

  Premium

  Premium apps: Facebook Lead Ads

  Try it

  • 
  • 
  • 

  Facebook Lead Ads, Formatter by Zapier, LassoCRM

  Facebook Lead Ads + Formatter by Zapier + LassoCRM

  More details

  1. 

     When this happens

     Step 1: New Lead

  2. 

     Then do this

     Step 2: Text

  3. 

     Then do this

     Step 3: Update or Create Registrant

  See Zap detailsTry it

  Create or update registrants in LassoCRM with new leads in Facebook Lead Ads

  

  by Zapier

  Zapier

  Premium

  Premium apps: Facebook Lead Ads

  Create or update registrants in LassoCRM with new leads in Facebook Lead Ads

  Try it

  • 
  • 
  • 

  Facebook Lead Ads, Formatter by Zapier, LassoCRM

  Facebook Lead Ads + Formatter by Zapier + LassoCRM

• Create or update registrants on LassoCRM when a SMS is recieved through Avochato

  

  by Zapier

  Zapier

  Try it

  • 
  • 
  • 

  Avochato, Formatter by Zapier, LassoCRM

  Avochato + Formatter by Zapier + LassoCRM

  More details

  1. 

     When this happens

     Step 1: New Inbound Message

  2. 

     Then do this

     Step 2: Text

  3. 

     Then do this

     Step 3: Update or Create Registrant

  See Zap detailsTry it

  Create or update registrants on LassoCRM when a SMS is recieved through Avochato

  

  by Zapier

  Zapier

  Create or update registrants on LassoCRM when a SMS is recieved through Avochato

  Try it

  • 
  • 
  • 

  Avochato, Formatter by Zapier, LassoCRM

  Avochato + Formatter by Zapier + LassoCRM

• Create or update registrants on LassoCRM when they submit an Unbounce form

  

  by Zapier

  Zapier

  Try it

  • 
  • 
  • 

  Unbounce, Formatter by Zapier, LassoCRM

  Unbounce + Formatter by Zapier + LassoCRM

  More details

  1. 

     When this happens

     Step 1: New Form Submission

  2. 

     Then do this

     Step 2: Text

  3. 

     Then do this

     Step 3: Update or Create Registrant

  See Zap detailsTry it

  Create or update registrants on LassoCRM when they submit an Unbounce form

  

  by Zapier

  Zapier

  Create or update registrants on LassoCRM when they submit an Unbounce form

  Try it

  • 
  • 
  • 

  Unbounce, Formatter by Zapier, LassoCRM

  Unbounce + Formatter by Zapier + LassoCRM

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

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Gravity Forms, LassoCRM

  Gravity Forms + LassoCRM

  More details

  1. 

     When this happens

     Step 1: Form Submission

  2. 

     Then do this

     Step 2: Update or Create Registrant

  See Zap detailsTry it

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

  

  by Zapier

  Zapier

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

  Try it

  • 
  • 

  Gravity Forms, LassoCRM

  Gravity Forms + LassoCRM

• Create or update registrants on LassoCRM when a new lead is received through Drift

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Drift, LassoCRM

  Drift + LassoCRM

  More details

  1. 

     When this happens

     Step 1: New Lead

  2. 

     Then do this

     Step 2: Update or Create Registrant

  See Zap detailsTry it

  Create or update registrants on LassoCRM when a new lead is received through Drift

  

  by Zapier

  Zapier

  Create or update registrants on LassoCRM when a new lead is received through Drift

  Try it

  • 
  • 

  Drift, LassoCRM

  Drift + LassoCRM

• Create or update registrants on LassoCRM when a new lead is submitted via Intercom

  

  by Zapier

  Zapier

  Try it

  • 
  • 
  • 

  Intercom, Formatter by Zapier, LassoCRM

  Intercom + Formatter by Zapier + LassoCRM

  More details

  1. 

     When this happens

     Step 1: New Lead

  2. 

     Then do this

     Step 2: Text

  3. 

     Then do this

     Step 3: Update or Create Registrant

  See Zap detailsTry it

  Create or update registrants on LassoCRM when a new lead is submitted via Intercom

  

  by Zapier

  Zapier

  Create or update registrants on LassoCRM when a new lead is submitted via Intercom

  Try it

  • 
  • 
  • 

  Intercom, Formatter by Zapier, LassoCRM

  Intercom + Formatter by Zapier + LassoCRM

• 

  New Registrant

  Trigger when a new registrant is added.

  Trigger

  Scheduled
• 

  Update and Append to a History Item

  Updates and appends text to an existing history item associated with a registrant.

  Action

  Write
• 

  Create a History Item

  Creates a new history item associated with a registrant.

  Action

  Write
• 

  Create Registrant

  Creates a new Registrant on a project.

  Action

  Write
• 

  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

  Action

  Write