Zapier Integration - Other Lead Sources

Step 1

1) Go to https://zapier.com/ and login

2) On your dashboard, click the orange "Make a Zap!" button

3) Choose app and trigger event, then click "Continue" 

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4)  Select "New Submission".

5) Hit "Save and Continue".

6) Click "Connect a new Account"

 

Step 2

1) Choose app and action event, then click "Continue"

    For "Choose App", type LionDesk 
    For "Choose Action Event", select Create Contact

 

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2) Click on "Sign in to LionDesk" and click "Allow"

 

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3) Fill the form by matching your form's fields to LionDesk's Fields.

All of the available LionDesk fields are listed below: 

First Name   Home phone Address   Contact Hotness 
Last Name Office Phone        City  Contact Source 
Email Company    State  Contact Tags   
Mobile Phone        Birthday      Zip Code        Comments

 

 


Note: Users can select an existing Drip Campaign to trigger when matching the fields.

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14) Send a test contact to LionDesk to confirm the connection

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15) Once confirmed, name and turn on your Zap!

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All done!

 

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