LassoCRM + LocaliQ

Create new LassoCRM registrants from new contacts in LocaliQ

Kick-start your customer relationship management with this seamless workflow. Whenever a new contact is added in LocaliQ, a new registrant will be created in LassoCRM. This automation not only saves valuable time but also ensures every potential client in LocaliQ is promptly added into your LassoCRM system. Now, focus more on valuable interactions with your clients instead of manual data transfer between platforms.

Kick-start your customer relationship management with this seamless workflow. Whenever a new contact is added in LocaliQ, a new registrant will be created in LassoCRM. This automation not only saves valuable time but also ensures every potential client in LocaliQ is promptly added into your LassoCRM system. Now, focus more on valuable interactions with your clients instead of manual data transfer between platforms.

  1. When this happens...
    LocaliQLocaliQ
    New Contacts

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    LassoCRMLassoCRM
    Create Registrant

    Creates a new Registrant on a project.

    ActionWrite
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Supported triggers and actions

    • Global Master Advertiser IdRequired

    Trigger
    Instant
    Try It
    • 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
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lassocrm logo

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
localiq logo
localiq logo

About LocaliQ

Local IQ provides digital marketing solutions to help you grow your business.
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