Connect LassoCRM to Follow Up Boss and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Create your first workflow
Quickly connect LassoCRM to Follow Up Boss with a Zapier template.
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Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
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 It - BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- Subject
- Type
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It - Pipeline name
- Stage name
Try It
- BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- History IDRequired
- Subject
- Type
- 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?
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try It - New Contact
Fires when a new contact is created in Follow Up Boss.
Try It
Automate Follow Up Boss: get inspired on the Zapier blog
Related categories
Related categories