🚀 LionDesk

Updated 1 week ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

LionDesk is a CRM, Lead, and Transaction management platform for Agents, Brokers and Teams. With features like intelligent drip campaigns, video emails and texting, text-2-sell tools, social and demographic profiling, integrated power-dialer and more, LionDesk is an all-in-one solution that can take your business to the next level.

Below you'll find detailed information, specifically for LionDesk integrations:

Supported LionDesk Integrations

Authorizing LionDesk

When you click 'Authorize FreeAgent', a pop-up window appears asking you to log in and allow access .

If you already authorized LionDesk account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

  • HOTNESS
  • OWNED BY
  • SOURCE
  • FIELD VALUES (INCLUDING CUSTOM FIELDS)
  • ALREADY EXISTING IN APP YOU SYNC WITH 

[THEN] Supported Actions

  • SET OWNER
  • UPDATE HOTNESS
  • UPDATE SOURCE
  • UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard LionDesk fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

Customizable Field Mapping

You can custom map your LionDesk Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

Additional Options

Syncing Deletions

Currently, there are no LionDesk integrations on the PieSync platform that support our deletions sync.

Syncing Unsubscribes

Currently, there are no LionDesk integrations on the PieSync platform that support our unsubscribes sync.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to r ead our blog for the latest in productivity, apps, and technology!

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