How to connect Chime + LionDesk
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- Lead Group ChangedTriggers when a lead is moved to the selected group.Trigger
- Lead Pipeline ChangedTriggers when a lead is moved to the selected pipeline.Trigger
- New LeadTriggers when a new lead is assigned to you. Does not work for lender-type accounts.Trigger
- Smart Plan ActionTrigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.Trigger
- Create LeadCreates a new lead.Action
- Update LeadUpdates an existing lead.Action
- New ContactTriggers when a new contact is added to your LionDesk account.Trigger
- Add CommentAdds a comment to an existing contact.Action
- LionDesk
Assign tags to a contact
Scheduled
Action
- LionDesk
Scheduled
Action
- LionDesk
Start an existing campaign for a contact.
Scheduled
Action
- LionDesk
Update the hotness of a contact
Scheduled
Action
- LionDesk
Scheduled
Action
How Chime + LionDesk Integrations Work
- Step 1: Authenticate Chime and LionDesk.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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