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How Zapier works
Zapier makes it easy to integrate AgentLocator with LionDesk - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from AgentLocator.
Add your action
An action happens after the trigger—such as "Add Comment" in LionDesk.
You’re connected!
Zapier seamlessly connects AgentLocator and LionDesk, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - First NameRequired
- Last Name
- EmailRequired
- Phone
- Source
- Lead Type
- Pipeline
- Tags
- Site
- Status
- Timestamp
- Description
ActionWrite- New Contact
Triggers when a new contact is added to your LionDesk account.
Try ItTriggerPolling - Contact's LionDesk idRequired
- Remove existing tags?
- Tags
- Tag options
ActionWrite
- Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant - LeadId
- First NameRequired
- Last Name
- EmailRequired
- Phone
- ExternalId
- Description
- Tags
ActionWrite- LionDesk idRequired
- Comment descriptionRequired
ActionWrite- First NameRequired
- 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
ActionWrite
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