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EmailOctopus + LionDesk

Add or update EmailOctopus contacts with new LionDesk contacts

Enjoy a streamlined process between LionDesk and EmailOctopus. When a fresh client record is established in LionDesk, this workflow instantly creates a matching record in EmailOctopus. This bridge between the platforms ensures seamless management of client data, reducing manual duplication and mitigating inaccuracies. Take advantage of this convenient flow of information and have more time to craft engaging emails for your clientele.

Enjoy a streamlined process between LionDesk and EmailOctopus. When a fresh client record is established in LionDesk, this workflow instantly creates a matching record in EmailOctopus. This bridge between the platforms ensures seamless management of client data, reducing manual duplication and mitigating inaccuracies. Take advantage of this convenient flow of information and have more time to craft engaging emails for your clientele.

  1. When this happens...
    LionDeskLionDesk
    New Contact

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

    TriggerScheduled
  2. automatically do this!
    EmailOctopusEmailOctopus
    Add/Update Contact

    Adds a new contact to a list, or optionally updates an existing contact.

    ActionWrite
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Supported triggers and actions

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

    New Contact

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

    Trigger
    Scheduled
    Try It
    • Contact's LionDesk idRequired

    • Remove existing tags?

    • Tags

    • Tag options

    Action
    Write
    • LionDesk IdRequired

    • CampaignRequired

    Action
    Write
    • Email

    • Phone number

    • LiondDesk id

    Action
    Search
    • LionDesk idRequired

    • Comment descriptionRequired

    Action
    Write
    • First NameRequired

    • 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 idRequired

    • HotnessRequired

    Action
    Write
    • CampaignRequired

    Trigger
    Instant
    Try It
emailoctopus logo
emailoctopus logo

About EmailOctopus

A cheaper way to send your email marketing campaigns.
Learn moreHelp

Related categories

  • Email Newsletters

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About LionDesk

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

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