LionDesk + Radius Agent

LionDesk + Radius Agent integrations

Create LionDesk contacts from new notes in Radius Agent

Use this integration to skip the hassle of manual contact creation. This Zap automatically creates a contact in LionDesk whenever a note is added to a lead on Radius Agent.

When this happens...
New NoteTriggers when a new note/activity is added to your lead.
TriggerPolling
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.
ActionWrite

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More things you can do with Radius Agent and LionDesk

Discover other triggers and actions you can use with Radius Agent and LionDesk

Reassign Agent
Triggers when a change in agent assignment is detected.
Trigger
Polling
Try It
New Disqualified Lead
Triggers when a lead is disqualified.
Trigger
Polling
Try It
New Note
Triggers when a new note/activity is added to your lead.
Trigger
Polling
Try It
- Client Source
- Name
- Emails
- Phones
- Additional notes about client
- Client Type
- Social Data
- Tags
- Property address
- Property Name
- Property City
- Property state
- Property Zipcode
- Number of bedroom
- Number of Bathroom
- Property Age
- Covered Area
- Area Coverage
- Sale Price
- Property Type
- Property country
- Transaction Type
- Minimum budget
- Maximum Budget
- Number of bedroom
- Number of bathroom
- Area unit
- Minimum size of the area
- Sale type
- Requirement zipcode
- Requirement Neighbourhood
- Requirement City
- Requirement State
- Note
- Source Url
- Assigned To
- Assigned Lender Name
- Stage Id
- Stage
- Assigned Lender Id
- Price
Action
Write
- Lead Email
- Phone Number
- Disqualification Reason
Action
Write

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

Change Client Status
Triggers when a change in client status is detected.
Trigger
Polling
Try It
New Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
Trigger
Polling
Try It
New Qualified Lead
Triggers when a new lead is qualified.
Trigger
Polling
Try It
- Radius Assist vs Refer out
  Required
- Lead Priority
- Lead Source
- Name
- Emails
- Phones
- Additional notes about client
- Lead Type
- Is Buyer Lead
- Is Seller Lead
- Property address
- Property Name
- Property City
- Property state
- Property Zipcode
- Number of bedroom
- Number of Bathroom
- Property Age
- Covered Area
- Area Coverage
- Resale Price
- Requirement City
- Requirement State
- Minimum budget
- Max Budget
- Number of bedroom
- Number of bathroom
- Area unit
- Minimum size of the area
- Sale type
- Requirement zipcode
- Buyer property address
- Property name
- Property City
- Property state
- Zipcode
- Number of bedroom
- Number of bathroom
- Property Age
- Covered Area
- Area Coverage
- Resale price
- Note
- Assign to
Action
Write
- Stage
- Email
- Assigned To
Action
Write
- 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

About LionDesk

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

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About Radius Agent

Radius Agent qualifies leads using the assist program to help you close deals.