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LassoCRM + Redtail CRM

Create LassoCRM registrants from newly created Redtail CRM activities

Effortlessly streamline your contact management process between Redtail CRM and LassoCRM with this powerful automation. When a new activity is created in Redtail CRM, the workflow instantly adds a registrant in LassoCRM, saving you time and ensuring consistent data across both platforms. Manage your leads with ease and enhance your sales efficiency with this seamless connection.

Effortlessly streamline your contact management process between Redtail CRM and LassoCRM with this powerful automation. When a new activity is created in Redtail CRM, the workflow instantly adds a registrant in LassoCRM, saving you time and ensuring consistent data across both platforms. Manage your leads with ease and enhance your sales efficiency with this seamless connection.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    LassoCRMLassoCRM
    Create Registrant

    Creates a new Registrant on a project.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
lassocrm logo

About LassoCRM

LassoCRM is a CRM that empowers home selling teams by taking the guess work out of reporting, sales and the marketing process.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier