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LionDesk + smartercontact

LionDesk + smartercontact

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.

  1. When this happens...
    Export Contact Trigger
    Export Contact Trigger
    Export Contact TriggerTriggers when contact is exported.
  2. automatically do this!
    Create Contact
    Create Contact
    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

    • Title
      Required
    Trigger
    Instant
    Try It
    • 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
  • LionDesk triggers, actions, and search
    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
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About LionDesk
LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
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About smartercontact
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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