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Customer stories

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LionDesk

Microsoft Office 365

If it were up to real estate agents, all their time would be spent with clients, talking about and showing off homes.

A Realtor Reduces Her Time Spent Managing Leads by 40% with Zapier

If you're out on the go, meeting clients and showing off homes, you can lose time entering in each new contact into your CRM. With this Zap, Zapier can do that for you: As you enter new contacts into Microsoft Outlook, Zapier will automatically create a matching contact in LionDesk. No more time-consuming contacts copying—it just happens!

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

Triggers at a specified time before an event in your calendar starts.

Calendar Event Start

Cancelled Calendar Event

New Attachment

Triggers when a new event is created in your calendar.

New Calendar Event

Triggers when a new contact is added to your account

New Contact

Triggers when a new e-mail is received in your inbox.

New Email

Triggers when a new e-mail is received in your inbox that matches a search.

New Email Matching Search

New Flagged Email

Triggers when a new new message in folder is created.

New Message in Folder

Updated Calendar Event

Find Calendar Event

Find a Contact

Find Email

Find or Create Contact

Add Attendees to Calendar Event

Create an event in the calendar of your choice.

Create Event

Create Contact

Creates a draft of an email that can then be reviewed and sent out.

Create Draft Email

Create Draft Reply

Delete Event

Creates a new reply to email, probably with input from previous steps.

Reply to Email

Send Email

Update Calendar Event

Update Contact

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

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

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

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.

Find Contact

Add Comment

Add Tags

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 an existing campaign for a contact.

Start Campaign

Update Hotness

Create contacts in LionDesk from new Microsoft Outlook contacts

Doing some Facebook advertising? This integration will automatically add your new Facebook Lead Ads leads into your Kunversion+ account to save you time! Once your leads are added to Kunversion+, kick off intelligent automation and follow-up campaigns automatically.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

New Lead

Kunversion+ is a full CRM suite of tools that helps generate and manage real estate leads.

Kunversion+

Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

Add Lead

Add new Facebook Lead Ads leads to Kunversion+

Prep your lead data for follow-up without the hassle of manual updates. Just set up this integration to automatically create a new contact in RealScout as soon as a new leads is registered in your Facebook Lead Ads account.

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.

RealScout

Triggers when an email is delivered or opened.

New Email Event

Triggers when a property is viewed, saved, or hidden.

New Client Event

New Client Created

Creates a homebuyer in RealScout for the authenticated Agent.

Create Client

Turn new leads from Facebook Lead Ads to RealScout contacts

Automatically push all your WuFoo leads directly to LionDesk CRM. This Zap will allow you to automatically create a new contact and start a drip campaign immediately on your new WuFoo submission.

Wufoo is an easy way to create and manage HTML forms.

Wufoo

Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.

New Entry (poll)

Triggers when a new field is added to a form.

New Field

New Form

Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).

A Realtor Reduces Her Time Spent Managing Leads by 40% with Zapier

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