LionDesk + Wise Agent CRM
Manage new LionDesk contacts by adding them as leads in Wise Agent CRM
Manage your CRM tasks efficiently with this LionDesk to Wise Agent workflow. When a new contact is added in LionDesk, a corresponding lead is created in Wise Agent. This process simplifies data entry, ensuring you have consistent and updated information across both platforms without the manual workload.
Manage your CRM tasks efficiently with this LionDesk to Wise Agent workflow. When a new contact is added in LionDesk, a corresponding lead is created in Wise Agent. This process simplifies data entry, ensuring you have consistent and updated information across both platforms without the manual workload.
- When this happens...New Contact
Triggers when a new contact is added to your LionDesk account.
- automatically do this!Add Lead
Adds a new lead.
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New Contact
Triggers when a new contact is added to your LionDesk account.
Try ItContact's LionDesk idRequired
Remove existing tags?
Tags
Tag options
LionDesk IdRequired
CampaignRequired
Email
Phone number
LiondDesk id
LionDesk idRequired
Comment descriptionRequired
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
Contact's LionDesk idRequired
HotnessRequired
First Name
Last Name
Email Address
Home Phone
Cell Phone
Business Phone
Fax Number
Company
Address
Suite Number
City
State
Zip Code
Source
Website
Categories
Note
About LionDesk
LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.