
When this happens...
New Contact

Automatically do this!
Enable Integrations or automations with these events of LionDesk and leadinfo
Triggers when a new contact is created in Liondesk.
Creates a new contact in Liondesk.
Start an existing campaign for a contact.
Update the hotness of a contact.
Search for a contact in your LionDesk account.
Get a list of all campaigns.
Get a list of all contacts.

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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 LionDesk and leadinfo accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in leadinfo (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in leadinfo. This includes choosing which data fields go into which fields of leadinfo, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and leadinfo 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 leadinfo. 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 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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