Cloud Attract + LionDesk
Create new LionDesk contacts from new leads in Cloud Attract
Leverage this workflow to streamline your client management. As soon as a new lead is identified in Cloud Attract, a new contact is created in LionDesk, ensuring no lead goes unnoticed and you maintain a seamless record. This automation bridges the gap between lead capturing and contact management to enhance communication and customer engagement.
Leverage this workflow to streamline your client management. As soon as a new lead is identified in Cloud Attract, a new contact is created in LionDesk, ensuring no lead goes unnoticed and you maintain a seamless record. This automation bridges the gap between lead capturing and contact management to enhance communication and customer engagement.
- When this happens...New Lead
Triggers when a new lead is captured.
- 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 Lead
Triggers when a new lead is captured.
Try ItLionDesk 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
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
