LionDesk + Ruuster

Add new LionDesk contacts as Ruuster clients

Tired of adding clients individually? This Zapier integration will automatically add every new contact in LionDesk as a Ruuster client. This workflow saves you time and makes it easy to keep your clients engaged.

When this happens...
New Contact
Triggers when a new contact is added to your LionDesk account.
TriggerPolling
automatically do this!
Create Client
Create a new Client
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is added to your LionDesk account.
Trigger
Polling
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- Contact's LionDesk idRequired
- Remove existing tags?
- Tags
- Tag options
Action
Write
- LionDesk IdRequired
- CampaignRequired
Action
Write
- Email
- Phone number
- LiondDesk id
Action
Search
Brokerage Level Zap: Client Has Signed Up
Triggers when a new client has signed up in the app for all agents.
Trigger
Instant
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Brokerage Level Zap: Preferred Vendor Contact Me Request
Triggers when a client clicks on the 'Contact Me' button in a preferred vendor's card on the Hire Professionals page for all agents.
Trigger
Instant
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Brokerage Level Zap: Client Manages Saved Property
Triggers for all agents when client client adds or removes property from Favourites.
Trigger
Instant
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Brokerage Level Zap: Client Completed Onboarding
Triggers when a client completes onboarding for all agents.
Trigger
Instant
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Brokerage Level Zap: Client Runs a Search
Triggers for all agents when a client executes a property search.
Trigger
Instant
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Brokerage Level Zap: Client Reassigned to a Different Agent
Triggers for all agents when an admin reassigns a client to another agent.
Trigger
Instant
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Brokerage Level Zap: Requested Tour by Client
Triggers for all agents when client requests tour on property details page.
Trigger
Instant
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Brokerage Level Zap: Create or Update a Saved Search
Triggers for all agents when client or agent creates or modifies a saved search.
Trigger
Instant
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Brokerage Level Zap: New Client Invitation Sent
Triggers when a new client invitation is sent for all agents.
Trigger
Instant
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Brokerage Level Zap: Client Contacted via Contact Agent Form
Triggers when a client sends a message via Contact Agent Form for all agents
Trigger
Instant
Try It
Brokerage Level Zap: In-App Chat Message Sent
Triggers for all agents when client or agent sends a message in the in-app chat.
Trigger
Instant
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Brokerage Level Zap: Contact Information Was Updated by Client
Triggers when a client updates their contact information for all agents.
Trigger
Instant
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Brokerage Level: Client Views an Education or Providers.
Triggers when a client views Education or Hire Professionals pages for all agents.
Trigger
Instant
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Brokerage Level Zap: Client Views a Property
Triggers when a client views property details for all agents.
Trigger
Instant
Try It

- LionDesk idRequired
- Comment descriptionRequired
Action
Write
- 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
Action
Write
- Contact's LionDesk idRequired
- HotnessRequired
Action
Write
Individual Agent Zap: Client Has Signed Up
Triggers when a new client has signed up in the app.
Trigger
Instant
Try It
Individual Agent Zap: Preferred Vendor Contact Me Request
Triggers when a client clicks on the 'Contact Me' button in a preferred vendor's card on the Hire Professionals page.
Trigger
Instant
Try It
Individual Agent Zap: Client Manages Saved Property
Triggers when a client adds or removes property from Favourites.
Trigger
Instant
Try It
Individual Agent Zap: Client Completed Onboarding
Triggers when a client completes onboarding.
Trigger
Instant
Try It
Individual Agent Zap: Client Runs a Search
Triggers when a client executes a property search.
Trigger
Instant
Try It
Individual Agent Zap: Client Reassigned to a Different Agent
Triggers when an admin reassigns a client to another agent.
Trigger
Instant
Try It
Individual Agent Zap: Requested Tour by Client
Triggers when a client requests tour on property details page
Trigger
Instant
Try It
Individual Agent Zap: Create or Update a Saved Search
Triggers when client or agent creates or modifies a saved search.
Trigger
Instant
Try It
Individual Agent Zap: New Client Invitation Sent
Triggers when a new client invitation is sent.
Trigger
Instant
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Individual Agent Zap: Client Contacted via Contact Agent Form
Triggers when a client sends a message via Contact Agent Form
Trigger
Instant
Try It
Individual Agent Zap: In-App Chat Message Sent
Triggers when client or agent sends a message in the in-app chat.
Trigger
Instant
Try It
Individual Agent Zap: Contact Information Was Updated by Client
Triggers when a client updates their contact information.
Trigger
Instant
Try It
Individual Agent Zap: Client Views an Education or Providers.
Triggers when a client views Education or Hire Professionals pages.
Trigger
Instant
Try It
Individual Agent Zap: Client Views a Property
Triggers when a client views property details.
Trigger
Instant
Try It
- Client's First NameRequired
- Client's Last NameRequired
- Client's EmailRequired
- Client's Phone NumberRequired
- Client ID
- Agent's Email
Action
Write

About LionDesk

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Ruuster

Ruuster is a home buying management platform for agents and clients to learn, plan, budget, and hire - all in one place.

Related categories

Sales & CRM

LionDesk + Ruuster

Add new LionDesk contacts as Ruuster clients

New Contact

Add Tags

Start Campaign

Find Contact

Brokerage Level Zap: Client Has Signed Up

Brokerage Level Zap: Preferred Vendor Contact Me Request

Brokerage Level Zap: Client Manages Saved Property

Brokerage Level Zap: Client Completed Onboarding

Brokerage Level Zap: Client Runs a Search

Brokerage Level Zap: Client Reassigned to a Different Agent

Brokerage Level Zap: Requested Tour by Client

Brokerage Level Zap: Create or Update a Saved Search

Brokerage Level Zap: New Client Invitation Sent

Brokerage Level Zap: Client Contacted via Contact Agent Form

Brokerage Level Zap: In-App Chat Message Sent

Brokerage Level Zap: Contact Information Was Updated by Client

Brokerage Level: Client Views an Education or Providers.

Brokerage Level Zap: Client Views a Property

Add Comment

Create Contact

Update Hotness

Individual Agent Zap: Client Has Signed Up

Individual Agent Zap: Preferred Vendor Contact Me Request

Individual Agent Zap: Client Manages Saved Property

Individual Agent Zap: Client Completed Onboarding

Individual Agent Zap: Client Runs a Search

Individual Agent Zap: Client Reassigned to a Different Agent

Individual Agent Zap: Requested Tour by Client

Individual Agent Zap: Create or Update a Saved Search

Individual Agent Zap: New Client Invitation Sent

Individual Agent Zap: Client Contacted via Contact Agent Form

Individual Agent Zap: In-App Chat Message Sent

Individual Agent Zap: Contact Information Was Updated by Client

Individual Agent Zap: Client Views an Education or Providers.

Individual Agent Zap: Client Views a Property

Create Client

About LionDesk

Related categories

Similar apps

Zapier Interfaces

About Ruuster

Related categories