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involve.me + LionDesk

involve.me + LionDesk

involve.me + LionDesk integrations

Add new involve.me completed submissions as contacts in LionDesk

Effortlessly streamline your involve.me submission process by setting up this automation to instantly create new contacts in LionDesk. With this workflow, every time a submission is completed in involve.me, a new contact will be created in LionDesk, ensuring your customer database is always up-to-date. Save time and maintain a seamless connection between your involve.me projects and LionDesk contacts without any manual work.

  1. When this happens...
    New Completed Submission
    New Completed Submission
    New Completed SubmissionTriggers when a participant completes a submission in your funnel.
  2. automatically do this!
    Create Contact
    Create Contact
    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.
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More things you can do with involve.me and LionDesk

Discover other triggers and actions you can use with involve.me and LionDesk

    • involve.me Funnel
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    • Email
      Required
    • Tag
      Required
    Action
    Write
  • LionDesk triggers, actions, and search
    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
    • Organization
      Required
    • Email
      Required
    Action
    Write
    • Organization
      Required
    • Email
      Required
    • Tag
      Required
    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
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About involve.me
involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier