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Fieldnotes + LionDesk

Add new LionDesk contacts to Fieldnotes

Want to keep your CRM up-to-date with Fieldnotes? If you use LionDesk as a CRM, this integration will be a big help! Every time there is a new LionDesk contact, this Zapier template will add it to Fieldnotes automatically. Just activate and leave it running—there's no need to manually add leads!

Want to keep your CRM up-to-date with Fieldnotes? If you use LionDesk as a CRM, this integration will be a big help! Every time there is a new LionDesk contact, this Zapier template will add it to Fieldnotes automatically. Just activate and leave it running—there's no need to manually add leads!

  1. When this happens...
    LionDeskLionDesk
    New Contact

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

    TriggerScheduled
  2. automatically do this!
    FieldnotesFieldnotes
    Update or Add Contact

    Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the 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
  • Fieldnotes triggers, actions, and search

    New AI Status

    Triggers when AI status of the contact is changed.

    Trigger
    Instant
    Try It
fieldnotes logo

About Fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

Related categories

  • CRM (Customer Relationship Management)

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liondesk-crm logo

About LionDesk

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

Related categories

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier