LionDesk + SetSchedule

LionDesk + SetSchedule integrations

Create LionDesk contacts for new SetSchedule opportunities

Effortlessly manage your sales leads with this SetSchedule and LionDesk integration. When a new opportunity arises in SetSchedule, this workflow will create a contact in LionDesk, ensuring no potential client is forgotten. Save time and stay organized by having your contacts seamlessly appear in LionDesk as opportunities present themselves.

When this happens...
New OpportunityTriggers when a new opportunity is created.
TriggerInstant
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

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with SetSchedule and LionDesk

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

New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
- Type
  Required
- Full Name
  Required
- Email
- Phone
- Address Line
- City
  Required
- State
  Required
- Region
- Zip
  Required
- Latitude
  Required
- Longitude
  Required
- Price
- Notes
- Temperature
  Required
- Next Activity
- Schedule To
Action
Write
- Type
- Full Name
- Email
- Phone
- Address Line
- City
- State
- Region
- Zip
- Price
- Latitude
- Longitude
Action
Search
- 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

Opportunity Updated
Triggers when an opportunity was updated.
Trigger
Instant
Try It
- Opportunity ID
  Required
- Notes
  Required
- Temperature
- Next Activity
- Schedule To
  Required
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

About LionDesk

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.