LionDesk + Popl
Create contacts in LionDesk from new leads in Popl
Capture every potential lead instantly to your CRM. With this workflow, once a new lead is generated in your Popl app, it directly creates a new contact in your LionDesk app. This ensures seamless integration between your networking and CRM tools, keeping your contacts updated in real time. Benefit from an efficient process that never lets a potential customer slip by.
Capture every potential lead instantly to your CRM. With this workflow, once a new lead is generated in your Popl app, it directly creates a new contact in your LionDesk app. This ensures seamless integration between your networking and CRM tools, keeping your contacts updated in real time. Benefit from an efficient process that never lets a potential customer slip by.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- 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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New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
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
