Connect LionDesk and ProspectBoss to power AI-driven automation

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Choose a Trigger

Choose an Action

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How Zapier works

Zapier makes it easy to integrate LionDesk with ProspectBoss - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from LionDesk.

Add your action

An action happens after the trigger—such as "Create Contact Action" in ProspectBoss.

You’re connected!

Zapier seamlessly connects LionDesk and ProspectBoss, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is added to your LionDesk account.
Trigger
Polling
Try It
- Contact's LionDesk id
  Required
- Remove existing tags?
- Tags
- Tag options
Action
Write
- LionDesk Id
  Required
- Campaign
  Required
Action
Write
- Email
- Phone number
- LiondDesk id
Action
Search
- Name
- Contact Number
  Required
- Email
- Appointment On
  Required
- Description
- Id
- Notes
- Tag
Trigger
Polling
Try It

- LionDesk id
  Required
- Comment description
  Required
Action
Write
- First Name
  Required
- 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 id
  Required
- Hotness
  Required
Action
Write
- First Name
- Last Name
- Alternate Number 1
- Contact Number
  Required
- Alternate Number 2
- Address Line 1
- Address Line 2
- City
- State
- Country
- Email
- Website
- Company
- Salutation
- Extension
- Gender
- Fax
- Lead Id
- Product Id
- Customer Id
- Notes
- Call Status
- Tag
Trigger
Polling
Try It
- First Name
- Last Name
- Phone Number
  Required
- Email
- Address Line 1
Action
Write

For AI agents & developers

Use LionDesk and ProspectBoss with AI agents and code

Beyond Zap workflows. Call LionDesk and ProspectBoss actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose LionDesk and ProspectBoss actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Comment
Create Contact Action

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger LionDesk and ProspectBoss actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* liondesk-crm / prospectboss action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect LionDesk and ProspectBoss to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your LionDesk to ProspectBoss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About LionDesk

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

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Related categories

CRM (Customer Relationship Management)

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About ProspectBoss

ProspectBoss is a web-based all-in-one lead generation solution for Small businesses that utilize outbound channels to engage leads and contacts.