LassoCRM + Salesforce

"create new Salesforce leads from new LassoCRM registrants instantly"

Easily stay on top of your workflow with this LassoCRM to Salesforce integration. Whenever a new registrant is added in LassoCRM, a corresponding lead is immediately created in Salesforce. This efficient process eliminates manual data entry, saving you valuable time, and ensures that every prospect captured in LassoCRM is quickly present in Salesforce for further action.

Easily stay on top of your workflow with this LassoCRM to Salesforce integration. Whenever a new registrant is added in LassoCRM, a corresponding lead is immediately created in Salesforce. This efficient process eliminates manual data entry, saving you valuable time, and ensures that every prospect captured in LassoCRM is quickly present in Salesforce for further action.

  1. When this happens...
    LassoCRMLassoCRM
    New Registrant

    Triggers when a new registrant is added.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • BodyRequired

    • CreatedBy - First Name

    • CreatedBy - Last Name

    • Date

    • Registrant IDRequired

    • History IDRequired

    • Subject

    • Type

    Action
    Write
    • 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?

    Action
    Write
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
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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 more

Related categories

  • CRM (Customer Relationship Management)

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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