LassoCRM + Redtail CRM

Create new LassoCRM registrants when contacts are added to Redtail CRM

Effortlessly streamline your lead management process by connecting Redtail CRM with LassoCRM. With this automation, every time a new contact is created in Redtail CRM, LassoCRM will automatically create a registrant, ensuring that your sales team can follow up efficiently. Spend less time on manual data entry and focus on closing deals with this seamless workflow.

Effortlessly streamline your lead management process by connecting Redtail CRM with LassoCRM. With this automation, every time a new contact is created in Redtail CRM, LassoCRM will automatically create a registrant, ensuring that your sales team can follow up efficiently. Spend less time on manual data entry and focus on closing deals with this seamless workflow.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    LassoCRMLassoCRM
    Create Registrant

    Creates a new Registrant on a project.

    ActionWrite
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Supported triggers and actions

lassocrm logo
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)

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redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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