LeadConnector + LionDesk integrations
Create new LionDesk contacts when LeadConnector pipeline stages change
Efficiently manage your leads by connecting LeadConnector and LionDesk with this seamless workflow. When a pipeline stage changes in LeadConnector, this automation will instantly create a contact in LionDesk. Stay organized and save time by streamlining your lead management process, so you can focus on driving sales and building strong client relationships.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- 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 LeadConnector and LionDesk
Discover other triggers and actions you can use with LeadConnector and LionDesk
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Contact
Triggers when a new contact is added to your LionDesk account.
Try ItTriggerPolling
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- LionDesk idRequired
- Comment descriptionRequired
ActionWrite
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
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