Integrate CallRail with Lasso via Zapier
In this article:
- Why Integrate CallRail with Lasso
- How Zapier Works With Lasso
- Start Zap
- Create Trigger
- Connect Zapier to CallRail
- Create Action to Connect Zapier to Lasso
- Separate Customer Name Field into First Name and Last Name Fields
- Map Fields
- Calls in CallRail pushed to Lasso as new registrants
- CallRail contacts automatically assigned to a sales rep in rotation in Lasso
- Calls recorded in Lasso.
The connection between Zapier and Lasso is made via Lasso's API (Application Programming Interface) You will need to first create the connection between Zapier and your application 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 completed call 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.
Please note the following:
- You need the Lasso Pro API Key to connect Zapier to CallRail. Your Lasso Client Director will provide this to you.
- You will need to split the Name field in CallRail into separate First and Last Name fields for Lasso. To do this, you will need to use Formatter by Zapier, which is only available in the premium version.
1 – Click Make a Zap!
2 – Enter a name for your Zap in the space provided.
Next, you will create the Trigger.
1 – In the Search bar under Choose a Trigger App, start to enter CallRail.
2 – Select CallRail from the list that appears.
3 – Under Select CallRail Trigger, select Phone Call Completed, and click Save + Continue.
1 – Click Connect an Account.
2 – A message will come up asking you to Authorize Zapier to use your account. Click Authorize.
3 – Your CallRail account should now be connected with Zapier. Click Save + Continue.
1 – Once you have set up the trigger and connected your CallRail account with Zapier, you will connect the Zap to Lasso. Click Add a Step.
2 – Select Action/Search.
3 – Start to type Lasso into the Search bar and select the most recent version from the list that appears.
4 – Select Update or Create Registrant, and click Save + Continue.
5 – Click Connect an Account.
6 – A page will appear asking if you want to allow Zapier to access your LassoCRM account. Enter the Lasso project name under Name of the project and paste the API Key into the Api Key box.
Note: You will need the Lasso Pro API Key, which your Lasso Client Director can provide to you.
7 – Click Yes, Continue.
8 – The connection will now be displayed. Select it and click Save + Continue.
Next, you will need to use the Zapier Formatter to separate the Customer Name field in CallRail into First Name and Last Name for Lasso. This will require two Actions – one for the First Name and one for the Last Name.
1 – Click + Add a Step.
2 – Click Formatter.
3 – Select Text and click Save + Continue.
4 – In the Transform field, click on the dropdown. Find and select Split Text.
5 – In the Input field, click on the right and select the Customer Name field.
6 – In the Separator field, enter [:space:]. The first space in the Customer Name will be used to split the name into two.
7 – In the Segment Index field, click on the dropdown and select First.
8 – Click Continue.
9 – Click Send Test To Formatter by Zapier.
10 – A message should come up saying Test was successful! Note the output should be just the first name.
11 – Identify your Action by clicking on the 3 dots in the Action panel and selecting Rename. Enter First Name.
12 – Next, you need to add an Action to pull the last name. Click Add a Step.
13 – Select Formatter.
14 – Select Text and click Save + Continue.
15 – In the Transform field, select Split Text.
16 – In the Input field, select Phone Call Completed and then Customer Name.
17 – In the Separator field, enter [:space:].
18 – In the Segment Index field, select Last.
Note: If the Customer Name is Tom Smith in CallRail, the above Actions will split the name into First Name of Tom and Last Name of Smith in Lasso. However, if the Customer Name is more than two words, such as Tom Robert Smith, the First Name will be Tom and the Last Name will be Smith in Lasso. The sequence will the first word and the last word from the Customer Name field.
19 – Click Continue.
20 – Click Send Test to Formatter by Zapier.
21 – A message should come up saying Test was successful! Note the output should be just the last name.
22 – Identify your Action by clicking on the 3 dots in the Action panel and selecting Rename. Enter Last Name.
Once you have connected Zapier to Lasso, you will need to set up a template, mapping fields to Lasso fields.
1 – In the First Name field, select the First Name Action you created earlier and then select Customer Name.
2 – In the Last Name field, click on the right. Select the Last Name Action you created earlier and then select Customer Name.
3 – In the Phone field, click on the right. Select Phone Call Completed and then Customer Phone Number.
4 – In the Notes field, click on the right and select Phone Call Completed.
5 - Select Recording Player.
Note: You must have Call Recording enabled in CallRail. Call Recording is accessed via Manage Account.
6 – In the Source Type field, enter Call In. This is a default Source Type in Lasso. If your entry does not match an existing Source Type in Lasso, it will be automatically added so please ensure it is typed exactly as in Lasso.
Note: If you do not enter a Source Type in this field, the Source Type for CallRail contacts will be API.
7 – In the Secondary Source Type field, enter CallRail. If your entry does not match an existing Secondary Source Type in Lasso, it will be automatically added so please ensure it is typed exactly as in Lasso.
Note: If you do not enter a Secondary Source Type in this field, the Secondary Source Type for CallRail contacts will be blank.
8 – If you would like the CallRail contact to be automatically assigned to a sales reps in rotation, click on the dropdown in the Rotation field and select the rotation from the list.
9 – Once you are satisfied with the fields you have mapped, click Continue.
10 – Scroll to the bottom and click Send Test To LassoCRM.
11 – A message should come up saying Test was successful! Scroll through the data to make sure all is correct.
12 – Go to your project in Lasso, find the registrant, and note the following:
- The Rating will be N, indicating a new registrant.
- The Source will be Call In if you entered this into the Source Type field in your Zap. If you left this field blank in your Zap, the Source in Lasso will API.
- The Recording will be in the Notes.
- If the Sales Rep Rotation was entered, the sales rep(s) will be assigned.
13 – If you are satisfied the connection is working correctly, go back to your Zap and click Finish.
14 – 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.