LionDesk and Salesflare

CRM (Customer Relationship Management) liondesk.com ↗

How to connect LionDesk

Via Zapier — 7 operations available. Set it up ↗
Via Make — 50 modules available. Set it up ↗

What you can automate

When new Contact in LionDesk, find or create contact in Salesflare.

About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.

LionDesk operations on Zapier

Triggers (1)

Start a workflow when this happens

New Contact — Triggers when a new contact is added to your LionDesk account.

Actions (5)

Things Salesflare can make it do

Add Comment — Adds a comment to an existing contact.
Add Tags — Assign tags to a contact
Create Contact — Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does *not* have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
Start Campaign — Start an existing campaign for a contact.
Update Hotness — Update the hotness of a contact

Searches (1)

Look up existing records

Find Contact — Find a contact in LionDesk using the contact ID or mobile number. NOTE: If your lead doesn't have an email address, we recommend using this action before you use "Create Contact" to check if the contact already exists. If your contact doesn't have an email address, "Create Contact" will create duplicate contacts without a lookup.

LionDesk operations on Make

Actions (40)

Things Salesflare can make it do

Create Campaign — Creates a new campaign.
Create Campaign Contact — Creates a campaign contact.
Create Contact — Creates a new contact.
Create Contact Address — Creates an address to be attached to a contact.
Create Custom Field — Creates a new custom field.

Show 35 more actions

Create Event — Creates a new event.
Create Hotness — Creates a new level of hotness.
Create Lead — Creates a new lead.
Create Source — Creates a new source.
Create Tag — Creates a new tag.
Create/Update/Delete Contact Hotness — Creates, updates or deletes a contact's hotness.
Create/Update/Delete Custom Value — Creates, updates or deletes a contact's custom values.
Create/Update/Delete Source — Creates, updates or deletes a contact's source.
Delete Campaign — Deletes a campaign.
Delete Contact — Deletes a contact.
Delete Contact Address — Deletes an address of a contact.
Delete Custom Field — Deletes a custom field.
Delete Event — Deletes an event.
Delete Hotness — Deletes a level of hotness.
Delete Source — Deletes a source.
Delete Tag — Deletes a tag.
Get Campaign — Retrieves a campaign.
Get Contact — Retrieves a contact.
Get Contact Address — Retrieves an address of a contact.
Get Custom Field — Retrieves a custom field.
Get Event — Retrieves an event.
Get Hotness — Retrieves a level of hotness.
Get Lead — Retrieves a lead.
Get Lead Source — Retrieves a lead source.
Get Source — Retrieves a source.
Get Tag — Retrieves a tag.
Make an API Call — Performs an arbitrary authorized API call.
Update Campaign — Updates a campaign.
Update Contact — Updates a contact.
Update Contact Address — Updates a contact's address.
Update Custom Field — Updates a custom field.
Update Event — Updates an event.
Update Hotness — Updates a level of hotness.
Update Source — Updates a source.
Update Tag — Updates a tag.