LassoCRM + Mojo

Add new Mojo contacts to LassoCRM as registrants automatically

Effortlessly streamline your sales process by connecting Mojo and LassoCRM with this seamless workflow. When a new contact is added in Mojo, it will trigger the creation of a registrant in LassoCRM, ensuring that your client list is always up-to-date and your CRM has the most recent information. Save time and stay organized with this powerful automation.

When this happens...
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create Registrant
Creates a new Registrant on a project.
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
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- GroupRequired
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
New Registrant
Triggers when a new registrant is added.
Trigger
Polling
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- BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- Subject
- Type
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- 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