LionDesk + SetSchedule
Create LionDesk contacts for new SetSchedule opportunities
Effortlessly manage your sales leads with this SetSchedule and LionDesk integration. When a new opportunity arises in SetSchedule, this workflow will create a contact in LionDesk, ensuring no potential client is forgotten. Save time and stay organized by having your contacts seamlessly appear in LionDesk as opportunities present themselves.
Effortlessly manage your sales leads with this SetSchedule and LionDesk integration. When a new opportunity arises in SetSchedule, this workflow will create a contact in LionDesk, ensuring no potential client is forgotten. Save time and stay organized by having your contacts seamlessly appear in LionDesk as opportunities present themselves.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create Contact
Creates 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.
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New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
LionDesk idRequired
Comment descriptionRequired
