Integrations LionDesk Microsoft Outlook
LionDesk + Microsoft Outlook

Connect LionDesk and Microsoft Outlook to Build Intelligent Automations

Choose a Trigger

LionDesk

When this happens...

Choose an Action

Microsoft Outlook

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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 contact

New contact

Trigger when new contact is created

New Email

New Email

Triggers when new email is created.

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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 Microsoft Outlook

Frequently Asked Questions

How do I start an integration between LionDesk and Microsoft Outlook?

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

Can we customize how data from LionDesk is recorded in Microsoft Outlook?

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

How often does the data sync between LionDesk and Microsoft Outlook?

The data sync between LionDesk and Microsoft Outlook 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 Microsoft Outlook?

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 Microsoft Outlook?

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

About Microsoft Outlook

Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps

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