IntegrationsLionDeskjobtread
LionDesk + jobtread

Connect LionDesk and jobtread to Build Intelligent Automations

Choose a Trigger

LionDesk

When this happens...

Choose an Action

jobtread

Automatically do this!

Enable Integrations or automations with these events of LionDesk and jobtread

Enable Integrations or automations with these events of LionDesk and jobtread

Triggers

New Contact

New Contact

Triggers when a new contact is created in Liondesk.

Request a new Trigger for LionDesk

Actions

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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Frequently Asked Questions

How do I start an integration between LionDesk and jobtread?

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

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

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

How often does the data sync between LionDesk and jobtread?

The data sync between LionDesk and jobtread 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 jobtread?

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 jobtread?

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

About jobtread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

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