involve.me + LionDesk
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.
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.
- When this happens...
- 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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involve.me ProjectRequired
Try ItLionDesk idRequired
Comment descriptionRequired
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
Contact's LionDesk idRequired
HotnessRequired
New Contact
Triggers when a new contact is added to your LionDesk account.
Try ItContact's LionDesk idRequired
Remove existing tags?
Tags
Tag options
LionDesk IdRequired
CampaignRequired
Email
Phone number
LiondDesk id
