LionDesk + RealScout
Create LionDesk contacts for new RealScout clients
Easily manage your contacts across both RealScout and LionDesk with this useful workflow. Every time a new contact is added in RealScout, this integration will create a corresponding contact in LionDesk. Stay organized and save time by streamlining contact management between the two platforms.
Easily manage your contacts across both RealScout and LionDesk with this useful workflow. Every time a new contact is added in RealScout, this integration will create a corresponding contact in LionDesk. Stay organized and save time by streamlining contact management between the two platforms.
- When this happens...New Client Created
Triggers when a new homebuyer is added.
- 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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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItNew Contact
Triggers when a new contact is added to your LionDesk account.
Try ItContact's LionDesk idRequired
Remove existing tags?
Tags
Tag options
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
LionDesk 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
