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Cloud Attract + LionDesk

Cloud Attract + LionDesk

Cloud Attract + LionDesk integrations

Create new LionDesk contacts from new leads in Cloud Attract

Leverage this workflow to streamline your client management. As soon as a new lead is identified in Cloud Attract, a new contact is created in LionDesk, ensuring no lead goes unnoticed and you maintain a seamless record. This automation bridges the gap between lead capturing and contact management to enhance communication and customer engagement.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is captured.
    TriggerInstant
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
    ActionWrite
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More things you can do with Cloud Attract and LionDesk

Discover other triggers and actions you can use with Cloud Attract and LionDesk

  • Cloud Attract triggers, actions, and search
    New Lead

    Triggers when a new lead is captured.

    Trigger
    Instant
    Try It
    • LionDesk id
      Required
    • Comment description
      Required
    Action
    Write
    • First Name
      Required
    • Last Name
    • Primary Email
    • Contact Hotness
    • Contact Source
    • Contact Tags
    • Mobile Phone
    • Home Phone
    • Office Phone
    • Company
    • Birthday
    • Type of address
    • Address 1
    • Address 2
    • City
    • State
    • Zip code
    • Comments
    • Campaign
    • Lead
    • Lead Source
    • Distribute Lead
    Action
    Write
    • Contact's LionDesk id
      Required
    • Hotness
      Required
    Action
    Write
  • LionDesk triggers, actions, and search
    New Contact

    Triggers when a new contact is added to your LionDesk account.

    Trigger
    Polling
    Try It
    • Contact's LionDesk id
      Required
    • Remove existing tags?
    • Tags
    • Tag options
    Action
    Write
    • LionDesk Id
      Required
    • Campaign
      Required
    Action
    Write
    • Email
    • Phone number
    • LiondDesk id
    Action
    Search
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cloud-attract logo
About Cloud Attract
Cloud Attract is a lead capture tool to attract buyers and sellers with beautiful landing pages that automatically respond with a home valuation, CMA, or listing alerts.
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CRM (Customer Relationship Management)
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liondesk-crm logo
liondesk-crm logo
About LionDesk
LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier