CallRail + LassoCRM + Formatter by Zapier
Create or update registrants on LassoCRM when they complete a CallRail call
If you're spending time manually entering CallRail call history, then this integration can help. Once you've set this up, it will automatically add (or update) new registrants to LassoCRM whenever someone completes a CallRail call and include a history item of the call.
If you're spending time manually entering CallRail call history, then this integration can help. Once you've set this up, it will automatically add (or update) new registrants to LassoCRM whenever someone completes a CallRail call and include a history item of the call.
- When this happens...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.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Update or Create Registrant
Find registrant using first name, last name and phone (or email) and update accordingly. When a match CANNOT be found, registrant will be created
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