
When this happens...
New Contact

Automatically do this!
Create User
Create Task
List Tasks
Delete Task
Update Task
Find Task
Get Account
Update Account
List Users
List Assistants
Create Conversation
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in Liondesk.
Action is the task that follows automatically within your LionDesk integrations.
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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To start, connect both your LionDesk and Maybe accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Maybe (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in Maybe. This includes choosing which data fields go into which fields of Maybe, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and Maybe 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 Maybe. 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.
Learn MoreMaybe* is a tool that helps organisations listen and engage with their customers through social media, benchmark their results, and optimise the ROI of their activity.
Learn More