LionDesk + SweetAssist

LionDesk + SweetAssist integrations

Add new SweetAssist contacts to LionDesk as new contacts

Effortlessly manage your contacts between SweetAssist and LionDesk with this simple automation. When a new contact is added in SweetAssist, this workflow will create a corresponding contact in LionDesk, ensuring your customer information stays up-to-date and organized in both systems. Spend less time on manual data entry and focus on the tasks that truly matter.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
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.
ActionWrite

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More things you can do with SweetAssist and LionDesk

Discover other triggers and actions you can use with SweetAssist and LionDesk

- Contact Type
  Required
- Updated At
Trigger
Instant
Try It
- Email
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
Trigger
Instant
Try It
- Email
  Required
- Zap Name
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Company
- Website
- Business Address
- Notes
Action
Write
New Contact
Triggers when a new contact is added to your LionDesk account.
Trigger
Polling
Try It
- Contact's LionDesk id
  Required
- Remove existing tags?
- Tags
- Tag options
Action
Write

- LionDesk Id
  Required
- Campaign
  Required
Action
Write
- Email
- Phone number
- LiondDesk id
Action
Search

- Email
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
Trigger
Instant
Try It
- FIrst Name
  Required
- Last Name
  Required
- Email
  Required
- Gender
- Telephone
- Nick Name
- Work Email
- Personal Email
- Fax
- Website URL
- DBA name
- Start Date
- Previous Brokerage
- Social Security Number
- Corporation name
- EIN
- Date of Birth
- Drivers License Number
- Have you moved your Real Estate License (YES/NO)
- Real estate license Number
- Expiration Date
- Issue Date
- Real Estate Association
- MLS Id
- Notes
- MLS Office ID
- Mailing Address
- Mailing Address 2
- Zip Code
Action
Write
- Email
  Required
- Zap Name
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Company
- Website
- Business Address
- Notes
Action
Write
- 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

About LionDesk

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

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About SweetAssist

SweetAssist is a complete real estate training centre relationship marketing software and mastermind community.

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