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Avochato + LassoCRM + Formatter by Zapier

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

If you're spending time manually copying contacts into LassoCRM this integration can help. Once you've set this up, it will automatically add new (or update existing) registrants to LassoCRM whenever someone sends an SMS to your Avochato account.

Note: This will only work if your Avochato contact has an email, phone, or name fields - you can choose which fields will be checked while setting up this automation.

When this happens...
New Inbound MessageTriggers when an incoming text message arrives in your inbox.
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Update or Create RegistrantFind registrant using first name, last name and phone (or email) and update accordingly. When a match CANNOT be found, registrant will be created
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Avochato, Formatter by Zapier, and more

Contact Opted In
Triggers when a Contact opts in to receiving text messages.
Trigger
Instant
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Ticket Status Change
Triggers when a new ticket is created or changes status, including closing or reopening.
Trigger
Instant
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New Outbound Message
Triggers when an outbound text message is sent from your inbox.
Trigger
Instant
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- Phone Number
  Required
- Event Context
  Required
- Event Revenue ($)
  Required
- Event Type
  Required
Action
Write
- Tag name
  Required
- Contact Phone number
  Required
Action
Write

- Phone Number
  Required
- Your Message
  Required
- Tag this contact
- Media Url
- Message Status Callback URL
- Schedule Message Delivery Date
- Mark this conversation as "Addressed"
- Send message from phone number
- Send on behalf of user (Email)
Action
Write
- Transform
  Required
Action
Write

- Transform
  Required
Action
Write
- Body
  Required
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant ID
  Required
- History ID
  Required
- Subject
- Type
Action
Write
- Automatically merge duplicates
- Title
- First Name
  Required
- Last Name
  Required
- 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

Contact Opted Out
Triggers when a contact opts out of receiving text messages.
Trigger
Instant
Try It
New Inbound Message
Triggers when an incoming text message arrives in your inbox.
Trigger
Instant
Try It
- Campaign ID(s) / Campaign Key(s)
  Required
- Contact Phone Number(s)
  Required
- Remove this contact from all future steps of this campaign
Action
Write
- Tag name
  Required
- Contact Phone Number
  Required
Action
Write
- Phone Number
  Required
- Name
- Email
- Contact Owner (ID or Email)
- Company
- Street
- City
- State
- Zip Code
- Country
- Tags
- Other Phone
- Priority (1-5)
- Muted
- Blocked
- Opted Out
- Double Opted In
- Visible
- Salesforce Object ID
- Salesforce Object Type
- Stuck Number
- Allow overriding custom field values with empty data
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
New Registrant
Triggers when a new registrant is added.
Trigger
Polling
Try It
- Body
  Required
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant ID
  Required
- Subject
- Type
Action
Write

About Avochato

Avochato is the text messaging solution for sales, marketing, and customer support teams.

HelpHelp

Related categories

Phone & SMS

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn moreLearn moreHelpHelp

Related categories

Documents

Zapier

Related Zap Templates

Create LassoCRM history items from new Avochato inbound messages

Related Zap Templates

Create LassoCRM history items from new Avochato inbound messages