LassoCRM + Redtail CRM

Update LassoCRM registrants when Redtail CRM contacts are modified

Keep your contact information up to date between Redtail CRM and Lasso CRM with this seamless workflow. Whenever a contact is updated in Redtail CRM, their information will be captured to create a registrant in Lasso CRM, ensuring accurate and consistent data across both platforms. Save time and reduce manual entry errors with this efficient automation.

Keep your contact information up to date between Redtail CRM and Lasso CRM with this seamless workflow. Whenever a contact is updated in Redtail CRM, their information will be captured to create a registrant in Lasso CRM, ensuring accurate and consistent data across both platforms. Save time and reduce manual entry errors with this efficient automation.

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

    Triggers when an existing contact is updated 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