Plumsail Documents + LionDesk Integrations
How to connect Plumsail Documents + LionDesk
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Process NameRequired
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New Contact
Triggers when a new contact is added to your LionDesk account.
Try ItContact's LionDesk idRequired
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Tags
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LionDesk IdRequired
CampaignRequired
Process NameRequired
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
How Plumsail Documents + LionDesk Integrations Work
- Step 1: Authenticate Plumsail Documents and LionDesk.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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About LionDesk
LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
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