Integrate LionDesk with LeadsBridge
LionDesk Real Estage Agent CRM is an end to end Sales and Marketing Automation Solution for Real Estate Agents and Real Estate Brokers to manage Email .
In this article, you'll learn how to connect your LeadsBridge account with LionDesk.
Connect LionDesk integration
- Head over to the left sidebar and click on Integrations
- Click on the Add New button
- Enter a recognizable name for your integration
- Click on the Browse button
- Select "LionDesk" from the providers list
- Click on the Next button
- Select the entity concept you'd like to use (ex Contact, Event, Task)
- Select the segmentation concept you'd like to use (ex Contact Source, Contact Hotness, Task Status, Task Type)
- Click on the Authorize button
- A LionDesk's wizard will popup
- Enter your credentials and grant the access to LeadsBridge
- Head back to LeadsBridge and click on the Finish button
Which entity concepts we support for LionDesk
ContactContacts can be users who have shown interest in your product / service, or existing customers.
EventOccurrence happening at a determinable time and place, like webinars or meetings.
TaskTasks are the commitments you have to complete.
Which segmentation concepts we support for LionDesk
With LeadsBridge you may use these segmentation concept for LionDesk.
Contact SourceContact source is where contacts come from.
Contact HotnessContact Hotness are levels that can be used for quickly flagging clients that are "Hot", "Warm", "Cold" etc.
Task StatusThe progress of the task.
Task TypeType of task to be performed.
If you have any further questions regarding this matter, or if you need help to set up the connection between LionDesk with LeadsBridge, do not hesitate to get in touch!