LassoCRM + Salesmsg

Manage new LassoCRM registrants by creating or updating contacts in Salesmsg

Streamline your sales process with this useful workflow. Whenever a new registration occurs in LassoCRM, this automation instantly creates or updates a contact in Salesmsg. It allows you to focus on sales strategies as the task of contact management is taken care of with ease and speed. This automatic workflow not only saves time but also improves effort allocation for higher business productivity.

Streamline your sales process with this useful workflow. Whenever a new registration occurs in LassoCRM, this automation instantly creates or updates a contact in Salesmsg. It allows you to focus on sales strategies as the task of contact management is taken care of with ease and speed. This automatic workflow not only saves time but also improves effort allocation for higher business productivity.

  1. When this happens...
    LassoCRMLassoCRM
    New Registrant

    Triggers when a new registrant is added.

    TriggerPolling
  2. automatically do this!
    SalesmsgSalesmsg
    Create or Update Contact

    Creates a contact. Can be used to update a contact too.

    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
    • Phone Number

    Trigger
    Instant
    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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Salesmsg

Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from real local phone numbers.
Learn more

Related categories

  • Phone & SMS