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LionDesk + SMS by Zapier + Jotform Integrations

LionDesk + SMS by Zapier + Jotform Integrations

Zapier lets you send info between LionDesk and SMS by Zapier and Jotform automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Do even more with LionDesk + SMS by Zapier + Jotform

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with LionDesk, SMS by Zapier, and Jotform. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • LionDesk idRequired

      The contact's LionDesk id.

    • Comment descriptionRequired

      The description that will be added as a comment to your contact.

    Action
    Write
    • First NameRequired

      Add contact's first name

    • Last Name

      Add contact's last name

    • Primary Email

      Add contacts's primary email

    • Contact Hotness

      Add a hotness to the new contact

    • Contact Source

      Add the source of the new contact

    • Contact Tags

      Add a tag to the new contact created

    • Mobile Phone

      Add contact's mobile phone

    • Home Phone

      Add contact's home phone

    • Office Phone

      Add contact's office phone

    • Company

      Add contact's company

    • Birthday

      Add contact's birthday

    • Type of address

      Select the type of address that will be created for this contact

    • Address 1

      Add contact's street address

    • Address 2

      Add contact's street address

    • City

    • State

    • Zip code

      Add contact's zip code

    • Comments

      Add contact's comments

    • Campaign

      Add new contact to an existing campaign

    • Lead

      Select this field if you would like to create a lead from this contact

    • Lead Source

      If a lead is going to be created for this new contact, you can optionally add a lead source.

    Action
    Write
    • Contact's LionDesk idRequired

    • HotnessRequired

    Action
    Write
    • From Number

      Will attempt to send from this number, falling back to a random number if no longer available or unspecified.

    • MessageRequired

      Messages should not contain any reference to alcohol, illegal drugs, cannabis/CBD, firearms, gambling, prescription medication, tobacco, or adult content, and comply with Twilio's Messaging Policy. Messages exceeding 153 characters will truncate.

    Action
    Write

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How to connect LionDesk + SMS by Zapier + Jotform

  1. Step 1: Authenticate LionDesk, SMS by Zapier, and Jotform.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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)
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About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

Related categories

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jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

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