CallRail + LassoCRM

Create new LassoCRM registrants after CallRail phone calls are completed

Put an end to manual data entry between CallRail and LassoCRM. With this workflow, every completed call in CallRail will seamlessly enroll a new registrant in LassoCRM. This saves you precious time and ensures no lead is left behind after a phone conversation. Make your customer service more effective and efficient through this automatic process.

Put an end to manual data entry between CallRail and LassoCRM. With this workflow, every completed call in CallRail will seamlessly enroll a new registrant in LassoCRM. This saves you precious time and ensures no lead is left behind after a phone conversation. Make your customer service more effective and efficient through this automatic process.

  1. When this happens...
    CallRailCallRail
    Phone Call Completed

    Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.

    TriggerInstant
  2. automatically do this!
    LassoCRMLassoCRM
    Create Registrant

    Creates a new Registrant on a project.

    ActionWrite
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Supported triggers and actions

    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
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    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
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About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
Learn more

Related categories

  • Call Tracking
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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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