With our LionDesk CRM integration model, you'll be able to Send Users, Contacts, Campaigns, Teams, Team Members, Events, Templates from LionDesk CRM, or Add Campaigns, Contacts, Teams, Events, and Templates to LionDesk CRM, either on schedule- at specific intervals, or by an event. The task can be triggered on following events:
• on successful completion of a different task
• API call
E.G. You can easily migrate Campaigns and Events to and from your LionDesk CRM account.
Possible entities as a Source are: User, Contact, Campaign, Team, Team Member, Event, Template.
Possible entities as a Target are: Campaign, Contact, Team, Event, Template.
If you need any additional functionality or additional entities, please make your request here.
Note: You can set up any integration within the Task itself, you do not need to set up the Integration beforehand.
First, log in to your SyncSpider account, and click on the option ‘Integrations’ located on the left side of the screen, as shown below:
Now, you will see the list of integrations offered by SyncSpider. Select LionDesk application from the list, or use the search bar to find it easily.
NOTE: You can have more than one integration with one app/tool. E.G. Integrate your Google sheet with business email and WooCommerce. Using descriptions will help you to organize better.
After selecting LionDesk, enter the integration name and description (optional) then click on the Next button.
You will now be asked to log in to your LionDesk account, as shown in the picture below:
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.
Congratulations! LionDesk is now successfully integrated.
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 a request here to create an integration for you OR Up-vote it if it's already on the list :)
We develop the integrations based on the requests and up-votes :)
If you got any questions or need assistance, feel free to contact our support team via the chat widget on our site and within the SyncSpider app.