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.
- When this happens...New Contacts
Triggers when a new contact is created.
- automatically do this!Create Registrant
Creates a new Registrant on a project.
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Global Master Advertiser IdRequired
Try ItNew Registrant
Triggers when a new registrant is added.
Try ItBodyRequired
CreatedBy - First Name
CreatedBy - Last Name
Date
Registrant IDRequired
Subject
Type
Global Master Advertiser IdRequired
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
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