LionDesk + Zoho CRM

LionDesk + Zoho CRM integrations

Create LionDesk contacts from new Zoho CRM contacts

Effortlessly maintain consistent contact information across your Zoho CRM and LionDesk systems with this streamlined integration. When you add a new contact in Zoho CRM, this workflow will create a contact in LionDesk, ensuring that your databases are always updated and aligned. Say goodbye to manual data entry and hello to a smoother and more efficient contact management process.

When this happens...
New ContactTriggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
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.
ActionWrite

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More things you can do with Zoho CRM and LionDesk

Discover other triggers and actions you can use with Zoho CRM and LionDesk

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- 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

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
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

About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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CRM (Customer Relationship Management)

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