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Integrate Submission Form with Lasso via Zapier

Integrate Submission Form with Lasso via Zapier

In this article:

How Zapier Works With Lasso

Using Zapier, you can connect your submission form to Lasso directly from your website or from another application such as Facebook, Hubspot, Unbounce, etc. The connection is made via Lasso's API. You will need to first create the connection between Zapier and your form and then create the connection between Zapier and Lasso. This is done by creating a Zap. The Zap combines a Trigger and an Action that automates a task for a user. The Trigger is the registrant signup online and the Action is the submission of the registrant’s data to Lasso. The last step is to map your form fields to Lasso fields via a template provided in Zapier.

Note: Please ensure your form has separate fields for First Name and Last Name. This will simplify the mapping process.

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How to Access Lasso API

To create the connection between Zapier and Lasso, you will need to access Lasso's API.

There are two versions of the API - the included version that is provided at no cost to you (Lasso API) and the add-on version for which there is a monthly fee (Lasso Pro API):

  • Lasso API - The Lasso API key allows you to connect your online form with Lasso and submit registrations.
  • Lasso Pro API - The Lasso Pro API key not only allows submissions to Lasso via your contact us form/registration page but also will update existing data in Lasso if it finds a match already in the database.

The included Lasso API Key can be found in the Project Admin Center under View Registration Page Code. If you want to use the Lasso Pro API, please contact your Lasso Client Director for the Lasso Pro API Key.

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When to Use Lasso Pro API vs Included Lasso API

With the Lasso Pro API, data in Lasso can be appended if a registrant already exists in the database. Let's say a prospect signs up online and then comes back to the website a few months later and signs up again. With the included version of Lasso API, the prospect's second registration will result in a duplicate registrant in Lasso. Using the Lasso Pro API, you are able to set up the Zapier connection to first search for a match between the new submission and existing registrants in Lasso. If a match is found, the data being submitted will update the registrant's profile in Lasso rather than creating a duplicate registrant.

How Match is Found (Lasso Pro API)

With the Lasso Pro API, you can use Zapier to not only create new registrants but also to check for duplicates and update/append an existing registrant profile where applicable. Finding a match depends on the data that is being passed into Lasso. When Lasso searches for duplicates, it first tries by email and then by phone. If either search returns a match we will update the registrant found. If no match is found by either a new registrant will be created.

Please note the following if your form requires submission of email AND  phone:

  • IF  the data that is passed into Lasso contains email AND  phone (i.e. required on the contact form), the registrant in Lasso must have BOTH  email and phone to match.
  • IF  the registrant in Lasso has only phone and the data being passed in has both email AND  phone, it will not count as a match.
  • IF  the registrant in Lasso has only email and the data being passed in has email AND  phone, it will not count as a match.

How Questions and Answers are Handled in Lasso if Match is Found (Lasso Pro API)

There are some important points to note with how questions and answers are updated via the Zapier connection to Lasso if there is a match to an existing registrant upon submission from a contact us form/registration page:

  • If there is a question and/or answer that is on the contact us form/registration page and submitted by the registrant but the question and/or answer does not exist in Lasso, the question and/or answer will be added  to the registrant's profile as well as added to the Question Center in Lasso's Client Admin Center.
  • If a registrant submits a new answer to an existing single-answer question, the new answer will overwrite  the existing answer in the registrant profile.
  • If a registrant submits a new answer to an existing multiple-answer question, the new answer will be added  to the existing answer in the registrant profile.
  • If a registrant does not submit an answer to a question on the contact us form/registration page and has an existing answer in their registrant profile, that answer will remain in the profile.

Start Zap

1 – Click Make a Zap!

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2 – Give your Zap a name.

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Next, you will create the Trigger. The type of Trigger will depend on the application:

Create Trigger for Direct Submission from Website Form

1 – In your Zap, under Built-in Apps, select Webhooks.

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2 – Select Catch Hook.

– Click Save + Continue.

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4 – You will be provided with a webhook URL. This URL is where you will deliver your data. Click Copy.

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5 – Go to your form source code and place the copied link after the following code:

<form method=”post” id=”LassoSignupForm” action=

It should look as below:

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6 – Go to the form and submit a test registrant. You should receive a message confirming that the data was successfully submitted.

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7 – Go back to the Zapier page containing the webhook URL and click Ok, I did this.

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8 – You should see that your submission went to Zapier, indicated as a Hook. Click the hook’s dropdown arrow to view the details.

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9 – If the hook looks correct according to your submission, click Continue.

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Next, you will create an Action.

Create Trigger for Avochato Text

1 – In your Zap, in the Search bar under Choose a Trigger App, start to enter Avochato.

2 – Select Avochato from the list that appears.

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3 – Under Select Avochato Trigger, ensure New Inbound Message is selected and click Save + Continue.

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Next, you will create an Action.

Create Trigger for Eventbrite Form

1 – In your Zap, in the Search bar under Choose a Trigger App, start to enter Eventbrite.

2 – Select Eventbrite from the list that appears.

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3 – Under Select Eventbrite Trigger, ensure New Attendee Registered is selected and click Save + Continue.

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Next, you will create an Action.

Create Trigger for Facebook Lead Ads Form

1 – In your Zap, in the Search bar under Choose a Trigger App, start to enter Facebook Lead Ads.

2 – Select Facebook Lead Ads from the list that appears.

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3 – Under Select Facebook Leads Ads Trigger, ensure New Lead is selected and click Save + Continue.

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Next, you will create an Action.

Create Trigger for Gravity Form

1 – In your Zap, in the Search bar under Choose a Trigger App, start to enter Gravity.

2 – Select Gravity Forms from the list that appears.

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3 – Under Select Gravity Forms Trigger, ensure New Form Submission is selected and click Save + Continue.

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Next, you will create an Action.

Create Trigger for Hubspot Form to Zapier

1 – In your Zap, in the Search bar under Choose a Trigger App, start to enter Hubspot.

2 – Select Hubspot from the list that appears.

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3 – Under Select Hubspot Trigger, select New Form Submission, and click Save + Continue.

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Next, you will create an Action.

Create Trigger for Squarespace Form

1 – In your Zap, in the Search bar under Choose a Trigger App, start to enter Squarespace.

2 – Select Squarespace from the list that appears.

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3 – Under Select Squarespace Trigger, ensure New Form Submission is selected and click Save + Continue.

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Next, you will create an Action.

Create Trigger for SurveyMonkey Form

1 – In your Zap, in the Search bar under Choose a Trigger App, start to enter SurveyMonkey.

2 – Select SurveyMonkey from the list that appears.

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3 – Under Select SurveyMonkey Trigger, ensure New Response Notification is selected and click Save + Continue.

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Next, you will create an Action.

Create Trigger for Typeform Form

1 – In your Zap, in the Search bar under Choose a Trigger App, start to enter Typeform.

2 – Select Typform from the list that appears.

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3 – Under Select Typeform Trigger, ensure New Entry is selected and click Save + Continue.

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Next, you will create an Action.

Create Trigger for Unbounce Form

1 – In your Zap, in the Search bar under Choose a Trigger App, start to enter Unbounce.

2 – Select Unbounce from the list that appears.

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3 – Under Select Unbounce Trigger, select New Form Submission, and click Save + Continue.

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Next, you will create an Action.

Create Trigger for Wufoo Form

1 – In your Zap, in the Search bar under Choose a Trigger App, start to enter Wufoo.

2 – Select Wufoo from the list that appears.

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3 – Under Select Wufoo Trigger, ensure New Entry is selected and click Save + Continue.

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Next, you will create an Action.

Create Action to Connect Zapier to Lasso

1 – Once you have set up a Trigger, you will create an Action to connect Zapier to Lasso. Click + Add a Step.

Note: The Trigger in the first step of your Zap will vary depending on how you are submitting the form - directly to Lasso or via an application such as Facebook Lead Ads, etc.

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2 – Click Action/Search.

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3 – Start to type Lasso into the Search bar and select the most recent version from the list that appears.

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4 – Select Update or Create Registrant or Create Registrant, and click Save + Continue.

  • Update or Create Registrant – Search Lasso for a matching first and last name plus email, or phone, or email and phone (depending on form submission). If there is a match, the existing profile will be updated. If there is no match, a new registrant will be added. The Lasso Pro API is needed for this option.
  • Create Registrant – A new registrant will be added.

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5 – You will need an API key before proceeding. If you are using the included Lasso API, go to Lasso’s Project Admin Center in another browser window, click View Registration Page Code, and copy the Lasso API Key. If you are using the Lasso Pro API, please contact your Client Director for the Lasso Pro API Key, if you haven’t done so already.

Lasso Project Admin Center access to Lasso API Key

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6 – In Zapier, click Connect an Account.

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7 – On the Allow Zapier to access your LassoCRM Account page, enter the Lasso project name under Name of the project and paste the API Key into the Api Key box.

8 – Click Yes, Continue.

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9 – The connection will now be displayed. Select it and click Save + Continue.

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Your final step is to map the form fields to Lasso fields.

Map Form Fields to Lasso Fields

Once you have connected Zapier to Lasso, you will need to set up a template, mapping fields from your form with Lasso fields.

Note: Please ensure your form has separate First Name and Last Name fields. This will simplify mapping to First Name and Last Name fields in Lasso.

1 - Begin with First Name field. Click on the right in the field and select First Name in the list of fields that appear. This will insert the first name into the First Name field.

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2 – In the same manner, continue with adding Last Name and contact fields such as Email, Phone, etc. to your template.

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3 – If your form is in an application such as Facebook, Hubspot, or Unbounce, you can indicate this by making an entry in the Secondary Source Type field. This will automatically be displayed in the Secondary Source Type field on the registrant profile in Lasso.

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4 – In the Rotation field, select a sales rep for automatic assignment of online registrants. The assigned sales rep will get a signup notification, providing the opportunity to immediately reach out to the registrant.

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5 – In the Thank You Email by Id field, enter the Thank You Email Template ID that will automatically send an auto reply to a registrant who signs up online. (The template ID can be found in the browser address when the template is selected in Lasso.)

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6 – Add Question and Answers as set up in Lasso if desired, e.g. How did you hear about us?

Note: Adding answers manually will add them to the answer options in the Question Center of Lasso.

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7 – Continue to scroll through the fields, mapping as needed. When you are satisfied with your entries, click Continue.

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8 – Scroll through the test data and click Send Test to LassoCRM.

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9 – You should get a message saying that the Test was successful! Click Finish.

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10 – You will see a message asking if you are Ready to turn on your Zap. Click the Your Zap is OFF button to change it to Your Zap is ON.

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