
When this happens...
Update Documet
New Ingest Document
New Group
Update Bucket
New Bucket

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when an existing Ingest document is updated.
Trigger when new Ingest document is created.
Trigger when new Group is created.
Trigger when an existing bucket is updated.
Trigger when new bucket is created.
Triggers when a new contact is created in Liondesk.
Action is the task that follows automatically within your EyeLevel AI integrations.
Creates a Bucket.
Update an existing bucket.
Delete an existing bucket.
Creates a Group.
Update an existing group.
Delete an existing group.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your EyeLevel AI and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in EyeLevel AI triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how EyeLevel AI 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 EyeLevel AI 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 EyeLevel AI 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.
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
Learn MoreLionDesk 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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