LionDesk + RealScout

LionDesk + RealScout integrations

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.

When this happens...
New Client CreatedTriggers when a new homebuyer is added.
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 RealScout and LionDesk

Discover other triggers and actions you can use with RealScout and LionDesk

- Email Event Type
  Required
Trigger
Polling
Try It
New Client Created
Triggers when a new homebuyer is added.
Trigger
Polling
Try It
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

- Event Type
  Required
Trigger
Polling
Try It
- Email
  Required
- First Name
  Required
- Last Name
- Primary Mobile Phone
- Lead Source
- Additional Email
- Financial State
- Cash/Pre-approval Amount
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 RealScout

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.