Connect Insighto.ai and LionDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
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 Insighto.ai and LionDesk automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Contact
Triggers when a new contact is created in Liondesk.
Do thisActions
Action is the task that follows automatically within your Insighto.ai integrations.
Create Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
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.
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Frequently Asked Questions
To start, connect both your Insighto.ai and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Insighto.ai triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Insighto.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 Insighto.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 Insighto.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.
About Insighto.ai
Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
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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