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Dubb + LionDesk

Create new LionDesk contacts from newly added Dubb contacts

Effortlessly manage your contacts between Dubb and LionDesk with this time-saving automation. Whenever a new contact is added in the Dubb app, this workflow will create a corresponding contact in the LionDesk app, ensuring you have up-to-date information across both platforms. No more manual data entry or cross-checking; just smooth, seamless contact management to help you stay organized and efficient.

Effortlessly manage your contacts between Dubb and LionDesk with this time-saving automation. Whenever a new contact is added in the Dubb app, this workflow will create a corresponding contact in the LionDesk app, ensuring you have up-to-date information across both platforms. No more manual data entry or cross-checking; just smooth, seamless contact management to help you stay organized and efficient.

  1. When this happens...
    DubbDubb
    New Contact

    Lists the contacts.

    TriggerScheduled
  2. automatically do this!
    LionDeskLionDesk
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Dubb triggers, actions, and search

    New Contact

    Lists the contacts.

    Trigger
    Scheduled
    Try It
    • TypesRequired

    • User Scope

    Trigger
    Scheduled
    Try It
    • NameRequired

    Action
    Search
  • LionDesk triggers, actions, and search

    New Contact

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

    Trigger
    Scheduled
    Try It
    • Email

    • First Name

    • Last Name

    • Company

    • Title

    • Phone

    • Mobile

    • Tags

    Action
    Write
    • NameRequired

    • Email

    • First Name

    • Last Name

    • Company

    • Title

    • Phone

    • Mobile

    • Tags

    Action
    Search or write
    • LionDesk idRequired

    • Comment descriptionRequired

    Action
    Write
dubb logo
dubb logo

About Dubb

Dubb is a video communication platform that lets you create and share trackable screen and camera videos to help you streamline your communication and grow your organization.
Learn moreHelp

Related categories

  • 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.

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