Extract customer information, update or create registrant records, and log call details from CallRail to LassoCRM

Process completed phone calls with CallRail to extract customer information, update or create registrant records in LassoCRM, and log call details for follow-up. Achieve faster onboarding and clearer customer engagement.

Extract customer information, update or create registrant records, and log call details from CallRail to LassoCRM

Workflow preview:

Zap details:

Overview

Process completed phone calls with CallRail to extract customer information, update or create registrant records in LassoCRM, and log call details for follow-up. Achieve faster onboarding and clearer customer engagement.

Extract customer information, update or create registrant records, and log call details from CallRail to LassoCRM