LassoCRM + LeadConnector
Add new LassoCRM registrants to LeadConnector as contacts
Efficiently manage new registrants in LassoCRM by seamlessly updating their contact information in LeadConnector. This workflow triggers when a new registrant is added in LassoCRM and immediately updates or adds their contact details in LeadConnector. Save time and keep your databases in sync with this streamlined process, ensuring a smooth and organized lead management experience.
Efficiently manage new registrants in LassoCRM by seamlessly updating their contact information in LeadConnector. This workflow triggers when a new registrant is added in LassoCRM and immediately updates or adds their contact details in LeadConnector. Save time and keep your databases in sync with this streamlined process, ensuring a smooth and organized lead management experience.
- When this happens...New Registrant
Triggers when a new registrant is added.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Registrant
Triggers when a new registrant is added.
Try ItBodyRequired
CreatedBy - First Name
CreatedBy - Last Name
Date
Registrant IDRequired
Subject
Type
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
BodyRequired
CreatedBy - First Name
CreatedBy - Last Name
Date
Registrant IDRequired
History IDRequired
Subject
Type
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?
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
