Connect whatsgenie and LionDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for whatsgenie
Choose an Action
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Enable Integrations or automations with these events of whatsgenie and LionDesk
Enable Integrations or automations with these events of whatsgenie and LionDesk
Triggers
New Contact
Triggers when a new contact is created in Liondesk.
Actions
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Update Hotness
Update the hotness of a contact.
Find a Contact
Search for a contact in your LionDesk account.
List Campaigns
Get a list of all campaigns.
List Contacts
Get a list of all contacts.
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Frequently Asked Questions
To start, connect both your whatsgenie and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in whatsgenie triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how whatsgenie 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.
The data sync between whatsgenie and LionDesk 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 whatsgenie 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.
About whatsgenie
WhatsGenie provides all follow-up & closing sales processes in one place. Unlimited messages, contacts, numbers, & more.
Learn MoreAbout 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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