viaSocket

Connect LionDesk and Preset Cloud to Build Intelligent Automations

Choose a Trigger

LionDesk

When this happens...

Choose an Action

Preset Cloud

Automatically do this!

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.

Request a new Trigger for LionDesk

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.

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between LionDesk and Preset Cloud?

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

Can we customize how data from LionDesk is recorded in Preset Cloud?

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

How often does the data sync between LionDesk and Preset Cloud?

The data sync between LionDesk and Preset Cloud 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 Preset Cloud?

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 Preset Cloud?

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

About Preset Cloud

Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.

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