LionDesk

CRM (Customer Relationship Management)

Start campaigns in LionDesk for new contacts in LionDesk

Create a seamless workflow that keeps your customer relationships running smoothly. With this setup, every time you add a new contact in LionDesk, it immediately starts a campaign for that contact. This helps ensure your new clients are swiftly incorporated into your marketing campaigns, promoting quick and efficient communication. Simplify your follow-up process and keep your contacts engaged with this hands-free workflow.

Create a seamless workflow that keeps your customer relationships running smoothly. With this setup, every time you add a new contact in LionDesk, it immediately starts a campaign for that contact. This helps ensure your new clients are swiftly incorporated into your marketing campaigns, promoting quick and efficient communication. Simplify your follow-up process and keep your contacts engaged with this hands-free workflow.

  1. When this happens...
    LionDeskLionDesk
    New Contact

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

    TriggerPolling
  2. automatically do this!
    LionDeskLionDesk
    Start Campaign

    Start an existing campaign for a contact.

    ActionWrite
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Supported triggers and actions

    • 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
liondesk-crm logo
liondesk-crm logo

About LionDesk

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

Related categories

  • CRM (Customer Relationship Management)

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