LionDesk + Poptin
Create contacts in LionDesk from new leads in Poptin
Maximize your sales effort by immediately converting new leads from Poptin into contacts in LionDesk. This dependable and time-saving workflow ensures that you can immediately start maintaining relationships with those potential customers, the moment they show interest in your business. Boost your productivity and streamline your lead management process by eliminating the need for manual data entry.
Maximize your sales effort by immediately converting new leads from Poptin into contacts in LionDesk. This dependable and time-saving workflow ensures that you can immediately start maintaining relationships with those potential customers, the moment they show interest in your business. Boost your productivity and streamline your lead management process by eliminating the need for manual data entry.
- When this happens...New Lead
Triggers when a new lead is created through a Poptin conversion.
- 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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PoptinRequired
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
