Connect LionDesk and forecast to Build Intelligent Automations
Enable Integrations or automations with these events of LionDesk and forecast
Enable Integrations or automations with these events of LionDesk and forecast
Triggers
New Contact
Triggers when a new contact is created in Liondesk.
Actions
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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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your LionDesk and forecast accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in forecast (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in forecast. This includes choosing which data fields go into which fields of forecast, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and forecast 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 forecast. 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.
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About forecast
Forecast is a full-suite business platform that enables professional service organizations to run efficiently and predictably in one AI-powered software.
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