Connect LionDesk and SurveyMethods to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Create Email List
Add Contact to Email List
Ready to use LionDesk and SurveyMethods automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
New Survey Created
Triggers when a New Survey is Created.
New Response Completed
Triggers when a respondent completes a survey response.
Do thisActions
Action is the task that follows automatically within your LionDesk integrations.
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Update Hotness
Update the hotness of a contact.
Find a Contact
Search for a contact in your LionDesk account.
List Campaigns
Get a list of all campaigns.
List Contacts
Get a list of all contacts.
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Frequently Asked Questions
To start, connect both your LionDesk and SurveyMethods accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in SurveyMethods (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in SurveyMethods. This includes choosing which data fields go into which fields of SurveyMethods, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and SurveyMethods typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between LionDesk and SurveyMethods. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn MoreAbout SurveyMethods
SurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.
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