New Home Sales CRM Integration

Never Miss A New-Home Buyer Call — Direct Into Lasso CRM

Marlie AI answers every prospect call 24/7, qualifies for community, model, and timeline, and pushes registrants into Lasso CRM via Zapier or webhook so your sales team picks up an intake-ready file.

Start Free Trial Listen to Demos

Built for new home builder sales teams running on Lasso CRM

In new home sales, the registration is everything. The community that captures the buyer first — with the right community, model, and timeline data — wins the showing. But sales agents are with prospects on-site or off-duty most of the time, and after-hours sign calls usually go to voicemail.

Marlie AI sits in front of Lasso CRM. Inbound prospect calls are answered, qualified for community, model, price band, and timeline, then pushed into Lasso CRM via Zapier or webhooks. Your existing follow-up sequences and onsite-agent assignment kick off automatically — no missed registrations, no manual entry.

What You Get with Marlie + Lasso CRM

Everything you need to connect your phone calls with Lasso CRM — fully automated, zero manual work.

Auto-Capture Registrants

Every inbound prospect is qualified for community, model, price band, and timeline, then pushed into Lasso CRM as a registration.

Community Routing

Different phone numbers and DNIs map to different communities, so registrants always land on the right Lasso CRM project.

Source & Tag Attribution

Calls inherit the correct source — Zillow, Google, sign call, drive-by, referral — for clean Lasso CRM source reporting.

Call Notes On The Lead

Full call summary, transcript, and recording link are pushed with the lead so your onsite agent has full context.

After-Hours Coverage

Sign calls and after-hours inquiries get a real conversation instead of voicemail, increasing booked sales appointments.

Smart Deduplication

Returning callers can be matched to existing Lasso CRM registrants so your team avoids duplicate records and stale follow-up.

How It Works

Get up and running with Lasso CRM in minutes — no coding required.

Set Up The Bridge

Configure a Zapier zap or webhook endpoint that ingests Marlie call data into Lasso CRM. Marlie sends a structured payload on every call.

Map Communities & Sources

Match each tracking number or DNI to a Lasso CRM community and source, and define the qualifying questions per community.

Marlie Answers 24/7

Inbound prospect calls are answered, qualified, and routed. Hot leads can also live-transfer to the onsite agent during sales hours.

Lasso CRM Takes Over

Registrants land in Lasso CRM with notes attached, your follow-up sequences fire, and your sales team works a clean pipeline.

Built for Real Scenarios

See how businesses use Marlie + Lasso CRM to capture more leads and streamline operations.

After-Hours Sign Calls

Scenario

A prospect drives by a community at 8 PM and calls the sign number. The sales office closed at 6 PM.

Outcome

Marlie answers, qualifies for model and timeline, registers the buyer in Lasso CRM, and books a Saturday model-home tour for the onsite agent.

Multi-Community Builders

Scenario

A regional builder runs 12 active communities and prospects often confuse them on the phone.

Outcome

Marlie uses the inbound number to identify the community, runs the right script, and registers the buyer in Lasso CRM on the correct project.

Online-Only Followups

Scenario

Prospects who registered online never picked up your callback and are going cold.

Outcome

Marlie can call back automatically, run discovery, and update the Lasso CRM registration with timeline and motivation so the agent knows whether to chase.

Frequently Asked Questions

Common questions about the Marlie AI + Lasso CRM integration.

Does Lasso CRM have a public API?

Lasso CRM does not publish a developer API today, so Marlie integrates via Zapier and webhook endpoints to write registrations, notes, and tasks into your account.

Can Marlie route calls to the right community?

Yes. You map each phone number or DNI to a Lasso CRM community, and Marlie runs the right qualifying script and registers the buyer on the correct project.

Will my existing follow-up sequences still trigger?

Yes — once Marlie posts the registration into Lasso CRM via your zap or webhook, your existing drip sequences and assignment rules fire as normal.

How are returning callers handled?

Marlie can lookup callers by phone and flag returning prospects so your team avoids duplicate registrations and resumes the existing follow-up.

Are call recordings available to my onsite agent?

Yes. Each call has a transcript, summary, and recording in Marlie. The registration pushed into Lasso CRM includes the recording link so the agent can listen first.

Can Marlie book model-home tours directly?

Yes. Marlie can check availability, book showings, and create the corresponding task in Lasso CRM so the onsite agent has a confirmed appointment on the calendar.