
When this happens...
New Contact

Automatically do this!
Create Lead Tag
Create Campaign
Create Topic
Add Leads in Existing List
Add New List and Leads
Assign Tag to Lead
Subscribe Lead to Mailing List
Schedule Campaign
Send Campaign
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 Zoho Marketing Automation accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Zoho Marketing Automation (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in Zoho Marketing Automation. This includes choosing which data fields go into which fields of Zoho Marketing Automation, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and Zoho Marketing Automation 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 Zoho Marketing Automation. 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 MoreZoho Marketing Automation is a comprehensive platform designed to streamline and enhance your marketing efforts. It offers a suite of tools for automating marketing campaigns, managing leads, and analyzing performance to optimize marketing strategies.
Learn More