Connect LionDesk and Gmail to Build Intelligent Automations

Choose a Trigger

LionDesk

When this happens...

Choose an Action

Gmail

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created in Liondesk.

New mail matches your specified search criteria

New mail matches your specified search criteria

Search Gmail for messages that match a subject, sender, or CC received within the specified recent time window, and return each message's headers, body (HTML/plain), date, and link.

New Email

New Email

Retrieve Gmail messages for selected label(s) received within a recent timeframe and return each message's headers, body (HTML/plain), and attachment URLs.

New Attachment

New Attachment

Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.

New Starred Email

New Starred Email

Fetches starred Gmail messages received in a recent time window (default 15 minutes) and returns message metadata, subject, sender/recipient, plain/HTML body, and any attachments with Viasocket-uploaded URLs.

Request a new Trigger for LionDesk

Do thisActions

Action is the task that follows automatically within your LionDesk integrations.

Create Contact

Create Contact

Creates a new contact in Liondesk.

Start Campaign

Start Campaign

Start an existing campaign for a contact.

Update Hotness

Update Hotness

Update the hotness of a contact.

Find a Contact

Find a Contact

Search for a contact in your LionDesk account.

List Campaigns

List Campaigns

Get a list of all campaigns.

List Contacts

List Contacts

Get a list of all contacts.

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Step by step guides to integrate LionDesk and Gmail

Frequently Asked Questions

How do I start an integration between LionDesk and Gmail?

To start, connect both your LionDesk and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Gmail (or vice versa).

Can we customize how data from LionDesk is recorded in Gmail?

Absolutely. You can customize how LionDesk data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between LionDesk and Gmail?

The data sync between LionDesk and Gmail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from LionDesk to Gmail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between LionDesk and Gmail?

Yes, you can set conditional logic to control the flow of data between LionDesk and Gmail. 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.

LionDesk

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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Gmail

About Gmail

Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.

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