LionDesk + SweetAssist
Add new SweetAssist contacts to LionDesk as new contacts
Effortlessly manage your contacts between SweetAssist and LionDesk with this simple automation. When a new contact is added in SweetAssist, this workflow will create a corresponding contact in LionDesk, ensuring your customer information stays up-to-date and organized in both systems. Spend less time on manual data entry and focus on the tasks that truly matter.
Effortlessly manage your contacts between SweetAssist and LionDesk with this simple automation. When a new contact is added in SweetAssist, this workflow will create a corresponding contact in LionDesk, ensuring your customer information stays up-to-date and organized in both systems. Spend less time on manual data entry and focus on the tasks that truly matter.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates 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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Contact TypeRequired
Updated At
Try ItEmail
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Business Name
Website
Business Address
Notes
Try ItEmailRequired
Zap Name
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Company
Website
Business Address
Notes
New Contact
Triggers when a new contact is added to your LionDesk account.
Try It
Email
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Business Name
Website
Business Address
Notes
Try ItFIrst NameRequired
Last NameRequired
EmailRequired
Gender
Telephone
Nick Name
Work Email
Personal Email
Fax
Website URL
DBA name
Start Date
Previous Brokerage
Social Security Number
Corporation name
EIN
Date of Birth
Drivers License Number
Have you moved your Real Estate License (YES/NO)
Real estate license Number
Expiration Date
Issue Date
Real Estate Association
MLS Id
Notes
MLS Office ID
Mailing Address
Mailing Address 2
Zip Code
EmailRequired
Zap Name
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Company
Website
Business Address
Notes
LionDesk idRequired
Comment descriptionRequired
