With LionDesk, you can integrate and route leads from some of the most commonly used websites. With the integration, you can also trigger drip campaigns for incoming leads to have immediate follow up. The link below provides a list of the websites that LionDesk can integrate with.
What if my website is not on this list?
You can use Zapier!
LionDesk has joined over 2,000+ online platforms and apps that are supported by Zapier. Zapier is an automation tool that connects 2 or more systems together. This is what we call a "zap" and you can create 5 zaps for free!
You can select from the 2000+ supported apps to connect with LionDesk. With Zapier, you can route leads from your website to LionDesk and trigger a drip campaign for immediate follow up.
In Zapier, you can select LionDesk as a "Trigger" or an "Action" app. The trigger app will start the automation and route information to the action app. The action app will accept the information and complete all steps defined in the zap. The directions below will show you how to create a zap with LionDesk as the action app.
Click here to learn how to create a zap with LionDesk as the trigger app.
As an action app, you can send information to LionDesk and automate the following:
- Create a new contact
- Add a comment to a contact
- Assign tags to a contact
- Start a campaign for a contact
- Update the hotness of a contact
Step 1: Select the Trigger App and Event
1) Go to https://zapier.com/ and log into your account.
2) In the main menu, click on the "Make a Zap" button.
3) Choose an app and trigger event, then click "Continue"
4) Select "New Submission".
5) Hit "Save and Continue".
6) Click "Connect a New Account".
Step 2: Select LionDesk as the Action App
1) Search for and select LionDesk.
2) Select the action event, then click "Continue".
3) Click on "Sign in to LionDesk" and click on "Allow" to accept the connection.
4) Fill the form by matching your form's fields to LionDesk's Fields.
All of the available LionDesk fields are listed below:
|First Name||Home phone||Address||Contact Hotness||Lead|
|Last Name||Office Phone||City||Contact Source||Lead Source|
|Company||State||Contact Tags||Drip Campaign|
|Mobile Phone||Birthday||Zip Code||Comments|
5) Send a test contact to LionDesk to confirm the connection
6) Once confirmed, name and turn on your Zap!
Congrats! You have created your zap.
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email email@example.com, and LiveChat Mon-Fri 7am - 5pm PT