Drift + LassoCRM
Drift + LassoCRM
Create new LassoCRM registrants from new Drift conversations
Streamline your communication and customers management process when new conversations start in Drift. This workflow instantly creates a new registrant in LassoCRM as soon as a conversation begins, enabling you to swiftly follow-up with potential customers or leads. It's a more efficient way to manage client interactions and ensure you never miss an opportunity.
- When this happens...New ConversationTriggers when a conversation is started.
- automatically do this!Create RegistrantCreates a new Registrant on a project.
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More things you can do with Drift and LassoCRM
Discover other triggers and actions you can use with Drift and LassoCRM
- Conversation Manual Push
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Try ItTriggerInstant - New Lead
Triggers when an email address is collected from a lead.
Try ItTriggerInstant - New Message
Triggers each time a new message in a conversation is received.
Try ItTriggerInstant - User Reached Goal
Triggers when a User has hit a goal within a playbook.
Try ItTriggerInstant
- Conversation Pushed
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Try ItTriggerInstant - New Conversation
Triggers when a conversation is started.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
Try ItTriggerInstant - Lead StageRequired
Try ItTriggerInstant
