How to integrate LionDesk CRM

Created by Ivana B, Modified on Fri, 19 Aug 2022 at 01:08 PM by Igor Galic

TABLE OF CONTENTS



Description


Known as the most affordable and easy-to-use CRM for sales professionals and small businesses, LionDesk allows you to go from Lead to Close in a highly customizable platform. Starting at $25/Month. Its most popular features include video email and texting, automated lead follow up, task reminders, transaction management, and database segmentation. 



Entities


SourceTarget
Get CampaignsSubmit Campaign
Get ContactsSubmit Contact
Get TeamsSubmit Team
Get Team MembersSubmit Event
Get EventsSubmit Template
Get Templates
Get Template Folders
Get Users


The task can be triggered on following events:

 

• on successful completion of a different task

• API call



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.



Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.


Step 3.


You will be prompted for the Login.


Step 4.


Upon clicking the "Login" button, you will have to allow SyncSpider to access your LionDesk account by clicking the "Allow" button, as shown in the picture below:

 

 

Once done, click on the "Finish" button.



Liondesk is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!



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