Formsite + LassoCRM
Add new Formsite form results to LassoCRM as registrants
Effortlessly streamline your Formsite form submissions into LassoCRM by setting up this workflow. When a new form result is submitted in Formsite, it will create a registrant in LassoCRM, eliminating manual data entry and improving your customer management process. Spend more time focusing on your real estate business and let this automation handle the rest.
Effortlessly streamline your Formsite form submissions into LassoCRM by setting up this workflow. When a new form result is submitted in Formsite, it will create a registrant in LassoCRM, eliminating manual data entry and improving your customer management process. Spend more time focusing on your real estate business and let this automation handle the rest.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Registrant
Creates a new Registrant on a project.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItBodyRequired
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?
New Registrant
Triggers when a new registrant is added.
Try ItBodyRequired
CreatedBy - First Name
CreatedBy - Last Name
Date
Registrant IDRequired
Subject
Type
