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How Zapier works
Zapier makes it easy to integrate LassoCRM with MobiCRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Registrant" from LassoCRM.
Add your action
An action happens after the trigger—such as "Create Account" in MobiCRM.
You’re connected!
Zapier seamlessly connects LassoCRM and MobiCRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Registrant
Triggers when a new registrant is added.
Try ItTriggerPolling - BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- Subject
- Type
ActionWrite- Account Created
Triggers when a new account has been created in MobiCRM.
Try ItTriggerInstant - NameRequired
- Potential
- Rating
- Type
- SIREN
- SIRET
- VAT Number
- APE Code
- LinkedIn UserName
- Is Individual
- Origin Id
- Sector Id
- Phone
- Fax
- Email
- Account Manager Id
- Note
- Badges Ids
ActionWrite
- BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- History IDRequired
- Subject
- Type
ActionWrite- 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?
ActionWrite- Contact Created
Triggers when a new contact has been created in MobiCRM.
Try ItTriggerInstant - Title
- LastnameRequired
- Firstname
- Position
- Account Id
- Company Name
- Email
- Work Phone
- Mobile Phone
- LinkedIn Username
- Skype Username
- Facebook Username
- Twitter Username
- Contact Manager Id
- Origin Id
- Picture Url
- Badges Ids
ActionWrite
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