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/Update Lead/Contact
Adds or updates a lead.
- Free forever for core features
- 14 day trial for premium features & apps
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
Webhook TypeRequired
Try It
