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Use Zapier to Connect CallRail with Lasso

Use Zapier to Connect CallRail with Lasso

Why connect CallRail with Lasso?

If you are using CallRail, you can connect CallRail to Lasso using Zapier and the Lasso Pro API.

Advantages include:

  • 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

To see an example of how CallRail can connect with Lasso, click here or find a video at the bottom of this page.

What do I need to get started?

Before you begin, you will need the following:

Make a Zap!

1 – Click Make a Zap!

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2 – Use the Search bar under Choose a Trigger App, start to enter CallRail.

3 – Select CallRail from the list that appears.

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4 – Under Select CallRail Trigger, select Phone Call Completed, and click Save + Continue.

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5 – Click Connect an Account.

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6 – If you are not already logged into the other application, the login page will come up and you will be prompted to do so.

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7 – A message will come up asking you to Authorize Zapier to use your account. Click Authorize.

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8 – This will connect Zapier with CallRail. Click Test.

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9Test should change to Success! Click Save + Continue.

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10 – Under Choose Companies, click the dropdown and select Lasso.

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11 – Click Continue.

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12 – Click Pull in Samples.

Note: If you don’t have any existing calls in CallRail, make a call to your CallRail number to get a sample in.

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13 – Click on the dropdown in the sample call to see the data that was pulled in.

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14 – Click Continue.

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15 – 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. Click + Add a Step.

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16 – Click Formatter.

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17 – Select Text and click Save + Continue.

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18 – In the Transform field, click on the dropdown. Find and select Split Text.

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19 – In the Input field, click on the right and select the Customer Name field.

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20 – In the Separator field, enter [:space:]. The first space in the Customer Name will be used to split the name into two.

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21 – In the Segment Index field, click on the dropdown and select First.

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22 – Click Continue.

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23 – Click Send Test To Formatter by Zapier.

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24 – A message should come up saying Test was successful! Note the output should be just the first name.

25 – Identify your Action by clicking on the 3 dots in the Action panel and selecting Rename. Enter First Name.

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26 – Next, you need to add an Action to pull the last name. Click Add a Step.

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27 – Select Formatter.

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28 – Select Text and click Save + Continue.

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29 – In the Transform field, select Split Text.

30 – In the Input field, select Phone Call Completed and then Customer Name.

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31 – In the Separator field, enter [:space:].

32 – 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.

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33 – Click Continue.

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34 – Click Send Test to Formatter by Zapier.

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35 – A message should come up saying Test was successful! Note the output should be just the last name.

36 – Identify your Action by clicking on the 3 dots in the Action panel and selecting Rename. Enter Last Name.

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37 – Next, you will connect the Zap to Lasso. Click Add a Step.

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38 – Select Action/Search.

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

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40 Select Update or Create Registrant and then click Save + Continue.

Note: The Select Update or Create Registrant option will search Lasso for a matching first and last name and phone. If there is a match, the existing profile will be updated. If there is no match, a new registrant will be added. The Create Registrant option will simply add a new registrant.

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41 – Click Connect an Account.

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42 – 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.

43 – Click Yes, Continue.

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

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45 – Next, you need to map the Lasso fields to the CallRail fields. In the First Name field, select the First Name Action you created earlier and then select Customer Name.

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46 – In the Last Name field, click on the right. Select the Last Name Action you created earlier and then select Customer Name.

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47 – In the Phone field, click on the right. Select Phone Call Completed and then Customer Phone Number.

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48 – In the Notes field, click on the right and select Phone Call Completed.

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49 - Select Recording Player.

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Note: You must have Call Recording enabled in CallRail. Call Recording is accessed via Manage Account.

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50 – 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.

51 – 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.

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52 – 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.

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53 – Once you are satisfied with the fields you have mapped, click Continue.

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54 – Scroll to the bottom and click Send Test To LassoCRM.

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55 – A message should come up saying Test was successful! Scroll through the data to make sure all is correct.

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56 – 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.

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57 – If you are satisfied the connection is working correctly, go back to your Zap and click Finish.

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58 – Click the OFF button to turn your Zap ON.

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This video will provide an example of how CallRail can connect with Lasso using Zapier:

 

 

For more information about Zapier, please refer to: