Customerly + LionDesk
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.
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 Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates 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.
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