Cognito Forms + LionDesk
Create new LionDesk contacts from new Cognito Forms entries
Simplify your process with this effective method that instantly creates a new contact in LionDesk whenever a new entry is made in Cognito Forms. Say goodbye to manual data entry and free up your time for more pressing tasks. This effortless system helps you maintain up-to-date records, making it an ideal solution for those seeking efficiency.
Simplify your process with this effective method that instantly creates a new contact in LionDesk whenever a new entry is made in Cognito Forms. Say goodbye to manual data entry and free up your time for more pressing tasks. This effortless system helps you maintain up-to-date records, making it an ideal solution for those seeking efficiency.
- When this happens...New Entry
Triggers when someone fills out your form.
- 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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