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LionDesk + Radius Agent

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.

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.

  1. When this happens...
    Radius AgentRadius Agent
    New Note

    Triggers when a new note/activity is added to your lead.

    TriggerScheduled
  2. automatically do this!
    LionDeskLionDesk
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Radius Agent triggers, actions, and search

    New Disqualified Lead

    Triggers when a lead is disqualified.

    Trigger
    Scheduled
    Try It
    • Client Source

    • Name

    • Emails

    • Phones

    • Additional notes about client

    • Client Type

    • 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

    Action
    Write
    • Lead Email

    • Phone Number

    • Disqualification Reason

    Action
    Write
  • Radius Agent triggers, actions, and search

    New Inbound Lead and Accepted Assist Lead

    Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.

    Trigger
    Scheduled
    Try It
    • Radius Assist vs Refer outRequired

    • 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
  • LionDesk triggers, actions, and search

    New Contact

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

    Trigger
    Scheduled
    Try It
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Radius Agent

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

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