Customerly + LionDesk

Customerly + LionDesk integrations

Create LionDesk contacts from new Customerly leads

Stay on top of new business opportunities by automating your workflow between Customerly and LionDesk. With this automation, every time you receive a new lead in Customerly, a contact will be created in LionDesk instantly. This lessens manual data entry and ensures that no potential client slips through the cracks, boosting your productivity and organization.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
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 Customerly and LionDesk

Discover other triggers and actions you can use with Customerly and LionDesk

Lead Converted to User
Triggers when a lead has been converted to user.
Trigger
Instant
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New Tag on a User
Triggers when a user is tagged.
Trigger
Instant
Try It
Unsubscribe
Triggers when a user unsubscribes.
Trigger
Instant
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- Email
  Required
- User ID
- Tag
Action
Write
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

New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Email
  Required
- Full Name
- IP Address
- Attribute
- Tags
Action
Write
- User ID
- Email
  Required
- Full Name
- IP Address
- Attribute
- Tags
Action
Write
- 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

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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Related categories

Customer Support

About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.

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Related categories

CRM (Customer Relationship Management)

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