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.
- When this happens...New Completed SubmissionTriggers when a participant completes a submission in your funnel.
- automatically do this!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 FunnelRequired
Try ItTriggerInstant- OrganizationRequired
- EmailRequired
- TagRequired
ActionWrite- New Contact
Triggers when a new contact is added to your LionDesk account.
Try ItTriggerPolling - Contact's LionDesk idRequired
- Remove existing tags?
- Tags
- Tag options
ActionWrite
- OrganizationRequired
- EmailRequired
ActionWrite- OrganizationRequired
- EmailRequired
- TagRequired
ActionWrite- LionDesk idRequired
- Comment descriptionRequired
ActionWrite- 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
ActionWrite
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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