LionDesk + SetSchedule

Create LionDesk contacts for new SetSchedule opportunities

Effortlessly manage your sales leads with this SetSchedule and LionDesk integration. When a new opportunity arises in SetSchedule, this workflow will create a contact in LionDesk, ensuring no potential client is forgotten. Save time and stay organized by having your contacts seamlessly appear in LionDesk as opportunities present themselves.

Effortlessly manage your sales leads with this SetSchedule and LionDesk integration. When a new opportunity arises in SetSchedule, this workflow will create a contact in LionDesk, ensuring no potential client is forgotten. Save time and stay organized by having your contacts seamlessly appear in LionDesk as opportunities present themselves.

  1. When this happens...
    SetScheduleSetSchedule
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerInstant
  2. automatically do this!
    LionDeskLionDesk
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SetSchedule triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
    • TypeRequired

    • Full NameRequired

    • Email

    • Phone

    • Address Line

    • CityRequired

    • StateRequired

    • Region

    • ZipRequired

    • LatitudeRequired

    • LongitudeRequired

    • Price

    • Notes

    • TemperatureRequired

    • Next Activity

    • Schedule To

    Action
    Write
    • Type

    • Full Name

    • Email

    • Phone

    • Address Line

    • City

    • State

    • Region

    • Zip

    • Price

    • Latitude

    • Longitude

    Action
    Search
    • LionDesk idRequired

    • Comment descriptionRequired

    Action
    Write
  • SetSchedule triggers, actions, and search

    Opportunity Updated

    Triggers when an opportunity was updated.

    Trigger
    Instant
    Try It
    • Opportunity IDRequired

    • NotesRequired

    • Temperature

    • Next Activity

    • Schedule ToRequired

    Action
    Write
  • LionDesk triggers, actions, and search

    New Contact

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

    Trigger
    Scheduled
    Try It
    • Contact's LionDesk idRequired

    • Remove existing tags?

    • Tags

    • Tag options

    Action
    Write
liondesk-crm logo
liondesk-crm logo

About LionDesk

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

Related categories

  • CRM (Customer Relationship Management)

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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.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier