Google Sheets + LionDesk integrations
Use new rows in Google Sheets spreadsheets to create LionDesk contacts
Copying data from a spreadsheet to your CRM can be a pain. Use this integration. When active, it automatically uses data from new Google Sheets rows to create contacts on LionDesk. Now, you can easily grow and manage your real estate client list.
- When this happens...New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create ContactCreates 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.
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More things you can do with Google Sheets and LionDesk
Discover other triggers and actions you can use with Google Sheets and LionDesk
- Dont_change_sheet_structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column_nameRequired
- Index
ActionWrite
- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant- Dont_change_sheet_structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerPolling- Drive
- SpreadsheetRequired
Try ItTriggerPolling- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
ActionWrite
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
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