New Integration: Streamline Sales and Marketing and Automate Workflows with LionDesk

LionDesk is a customer relationship management (CRM) platform for sales professionals that helps you automate marketing, manage transactions, collaborate with your team, and more. Tag and filter leads, buyers, and sellers to streamline communication. Use pre-built workflows or create your own task list to organize processes. Import leads from third-party sites, store transactional data, and track closing status. Create and send physical letters and emails with automated drip campaigns, track opens and clicks, and then set auto responses. Upload documents, distribute leads, share contacts, and generate comprehensive reports to determine your marketing return on investment (ROI).

Now LionDesk connects with Zapier, making it easier than ever to automate your business, whether you're in real estate, insurance, automotive, or any other small business. Zapier can automatically create new contacts and add email activity in LionDesk whenever trigger events happen in the other apps you use most.

To connect LionDesk with 1,300+ other apps, including Wufoo, Office 365, and Facebook Lead Ads, head to LionDesk CRM's Zapier integration page.

How to Automate LionDesk CRM with Zapier

1. Sign up for a LionDesk account, and make sure you have a Zapier account.

2. Try some pre-made LionDesk integrations, and learn more about how LionDesk works with Zapier.

3. Or log in and build a custom workflow with LionDesk and Zapier.

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use LionDesk with Zapier.