LionDesk + smartercontact integrations
Export new contacts from smartercontact and create them in LionDesk
Simplify your workflow by connecting SmarterContact and LionDesk. Once set up, each time a new contact is exported in SmarterContact, this automation creates a corresponding contact in LionDesk. This helps ensure your contacts are consistent across both platforms, saving you valuable time and effort.
- When this happens...Export Contact TriggerTriggers when contact is exported.
- 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.
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More things you can do with smartercontact and LionDesk
Discover other triggers and actions you can use with smartercontact and LionDesk
- TitleRequired
Try ItTriggerInstant- LionDesk idRequired
- Comment descriptionRequired
ActionWrite- 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
ActionWrite- Contact's LionDesk idRequired
- HotnessRequired
ActionWrite
- New Contact
Triggers when a new contact is added to your LionDesk account.
Try ItTriggerPolling - Contact's LionDesk idRequired
- Remove existing tags?
- Tags
- Tag options
ActionWrite- LionDesk IdRequired
- CampaignRequired
ActionWrite- Email
- Phone number
- LiondDesk id
ActionSearch
LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
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Smarter Contact is an SMS provider that helps professionals close more deals. In addition, the software serves as an efficient and flexible CRM that allows clients to track their customers from initial contact to close!
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