Connect CallHub and LionDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
Agent Activates Account
New Note Added
New Text Message Received
Transfer Digit Pressed
Choose an Action
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Ready to use CallHub and LionDesk automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Agent Activates Account
Runs when Agent Activates Account.
New Note Added
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
New Text Message Received
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Transfer Digit Pressed
Triggers when the transfer digit is pressed in a voice broadcast campaign
New Contact
Triggers when a new contact is created in Liondesk.
Do thisActions
Action is the task that follows automatically within your CallHub integrations.
Create Contact
Add a new contact to CallHub.
Invite an agent
Create a new agent account and send them an invitation email.
Update a contact
Update a contact in CallHub using their phone number or contact ID.
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.
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Frequently Asked Questions
To start, connect both your CallHub and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how CallHub data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between CallHub and LionDesk 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 CallHub and LionDesk. 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 CallHub
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
Learn MoreAbout 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.
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