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Integrate LionDesk with SetSchedule to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate LionDesk with SetSchedule - no code necessary. See how you can get setup in minutes.

Select a trigger from LionDesk

A trigger is an event that starts your Zap and runs the workflow. For example, with LionDesk, a trigger could be "New Contact."
A trigger is the event that kicks off your automated workflow.

Setup an action from SetSchedule

An action is what takes place after the automation is triggered. For example, with SetSchedule, the action could be "Create Opportunity."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected LionDesk to SetSchedule

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your LionDesk to SetSchedule integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect LionDesk and SetSchedule to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect LionDesk and SetSchedule to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • LionDesk id
      Required
    • Comment description
      Required
    Action
    Write
    • First Name
      Required
    • Last Name
    • Primary Email
    • Contact Hotness
    • Contact Source
    • Contact Tags
    • Mobile Phone
    • Home Phone
    • Office Phone
    • Company
    • Birthday
    • Type of address
    • Address 1
    • Address 2
    • City
    • State
    • Zip code
    • Comments
    • Campaign
    • Lead
    • Lead Source
    • Distribute Lead
    Action
    Write
    • Contact's LionDesk id
      Required
    • Hotness
      Required
    Action
    Write
  • SetSchedule triggers, actions, and search
    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It

Learn how to automate LionDesk on the Zapier blog

Learn how to automate SetSchedule on the Zapier blog

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About LionDesk
LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
Learn more
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    setschedule logo
    setschedule logo
    About SetSchedule
    SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.
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    • CRM (Customer Relationship Management)
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