Connect sortd and LionDesk to Build Intelligent Automations

Choose a Trigger

sortd

When this happens...

Choose an Action

LionDesk

Automatically do this!

Enable Integrations or automations with these events of sortd and LionDesk

Enable Integrations or automations with these events of sortd and LionDesk

Triggers

New Contact

New Contact

Triggers when a new contact is created in Liondesk.

Request a new Trigger for sortd

Actions

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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Frequently Asked Questions

How do I start an integration between sortd and LionDesk?

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

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

Absolutely. You can customize how sortd 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 sortd and LionDesk?

The data sync between sortd 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 sortd 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 sortd and LionDesk?

Yes, you can set conditional logic to control the flow of data between sortd 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.

sortd

About sortd

Sortd allows you to organise email & teamwork in Gmail. Collaborate around Tasks, Emails, Meetings and Projects is made easy with customised boards and workflows

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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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