
When this happens...
New Contact

Automatically do this!
Create a Product
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in Liondesk.
Triggered when a new product is created in Polar.
Triggers when a product is updated.
Triggers when a new customer is created.
Trigger When customer is updated.
Triggera when a customer is deleted.
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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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 Polar accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Polar (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in Polar. This includes choosing which data fields go into which fields of Polar, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and Polar 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 Polar. 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 MorePolar is a comprehensive platform designed to streamline and enhance the process of managing and analyzing data. It offers tools for data visualization, collaboration, and insights generation, making it an essential tool for businesses and teams looking to leverage data for informed decision-making.
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