Integrate LassoCRM with Retently

Sync customer profiles between LassoCRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions like property viewings or sales, and use survey feedback to enhance customer service and sales strategies.

Start Free Trial
RetentlyLassoCRM logo

About LassoCRM

LassoCRM is a CRM designed for home selling teams to manage reporting, sales, and marketing processes effectively.

LassoCRM logoRetently

LassoCRM to Retently

1

New Registrant

Triggers when a new registrant is added.
RetentlyLassoCRM logo

Retently to LassoCRM

1

Create a History Item

Creates a new history item associated with a registrant.
2

Update and Append to a History Item

Updates and appends text to an existing history item associated with a registrant.
3

Create Registrant

Creates a new registrant on a project.

Related blog posts

The Three Leading Causes of Customer Churn

Table of ContentsKey TakeawaysCustomer Success and ChurnThe Three Leadin...

Alex BitcaAlex BitcaJul 23, 202410 min read
Leading causes of churn

Similar Sales & CRM integrations

Integrate 10xCRM with Retently10xCRMzapier

Sync customer profiles between 10xCRM and Retently to ensure accurate customer data for feedback...

Learn more
Integrate 17hats with Retently17hatszapier

The most compelling integration scenario is syncing customer data between 17hats and Retently. When...

Learn more
Integrate 1CRM with Retently1CRMzapier

Sync customer profiles between 1CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate 3C Connect with Retently3C Connectzapier

Trigger NPS/CSAT surveys following appointment completions or customer updates, sync customer profiles to ensure...

Learn more
Integrate 4Degrees with Retently4Degreeszapier

Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer contact information...

Learn more
Integrate 5 Stars Reputation with Retently5 Stars...zapier

Use imported reviews as triggers for sending NPS/CSAT surveys to gather further customer feedback,...

Learn more
Integrate Abby Connect with RetentlyAbby Connectzapier

Trigger NPS/CSAT surveys after customer interactions via phone or chat, sync customer contact details...

Learn more
Integrate Accountable CRM with RetentlyAccountable CRMzapier

Trigger NPS/CSAT surveys after significant sales interactions or updates, sync customer contact details and...

Learn more
Integrate AccuLynx with RetentlyAccuLynxzapier

Trigger NPS/CSAT surveys after job completion or lead conversion, sync customer profiles between AccuLynx...

Learn more
Integrate Act! with RetentlyAct!zapier

Sync customer profiles between Act! and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate Actionstep with RetentlyActionstepzapier

Trigger NPS/CSAT surveys after significant client interactions or case completions, sync client contact details...

Learn more
Integrate Acuity Scheduling with RetentlyAcuity Schedulingzapier

Trigger NPS/CSAT surveys after appointments, sync client contact details and appointment history, use feedback...

Learn more

Start your free 7-day trial

Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

CTA Image