Create or update registrants on LassoCRM when a new lead is submitted via Intercom
If you're spending time manually copying form entries into your CRM, then this integration can help. Once you've set this up, it will automatically add new registrants to LassoCRM whenever a lead comes in through Intercom.
If you're spending time manually copying form entries into your CRM, then this integration can help. Once you've set this up, it will automatically add new registrants to LassoCRM whenever a lead comes in through Intercom.
- When this happens...New Lead
Triggers when a new Lead is created.
- 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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