Connect Plecto and LionDesk to Build Intelligent Automations

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Plecto

When this happens...

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LionDesk

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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.

Request a new Trigger for Plecto

Do thisActions

Action is the task that follows automatically within your Plecto integrations.

Create a New Registration

Create a New Registration

Creates New Registration in Plecto.

Delete API Registration

Delete API Registration

Delete a API Registration.

Add Employee

Add Employee

Add a new employee to the plecto

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.

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Frequently Asked Questions

How do I start an integration between Plecto and LionDesk?

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

Can we customize how data from Plecto is recorded in LionDesk?

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

How often does the data sync between Plecto and LionDesk?

The data sync between Plecto and LionDesk 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 Plecto to LionDesk?

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 Plecto and LionDesk?

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

Plecto

About Plecto

Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.

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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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