Once you have integrated Lasso with SmartRent, SmartRent will begin syncing prospect and tour information to Lasso. If you have yet to integrate with Lasso, check out our How Do I Set Up the Lasso Integration For My Organization? article for more information.
Prospect Information:
We insert the prospect information once the prospect submits their contact information on selftournow.com via the contact information page, or if a prospect is manually added in SmartRent.
The following prospect information gets synced:
First Name
Last Name
Email
Phone Number
Secondary Source (SmartRent)
Tour Information:
At the time the tour is finalized and scheduled, SmartRent will insert an appointment record into Lasso with a status of Confirmed along with the appointment date and time. The tour appointment will be marked as Cancelled in the following situations: if the tour is canceled or rescheduled, if the home becomes unavailable, or if the reserved time slot conflicts with another tour.
The following tour information gets synced:
Appointment Date/Time
Status = Confirmed
Status = Cancelled