Wufoo integration with LionDesk
How to Create LionDesk CRM Contacts from new Wufoo entries
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create LionDesk CRM Contacts from new Wufoo entries" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate LionDesk integrations
LionDesk actions
Nekton can use any feature that is available in LionDesk API.
Using our advanced AI, you can easily create custom automations for LionDesk.
Here are some typical actions you can do in your automated workflows.
Add Tags
Assign tags to a contact
Start Campaign
Start an existing campaign for a contact.
Find Contact
Add Comment
Adds a comment to an existing contact.
Create Contact
Update Hotness
Update the hotness of a contact
About LionDesk
LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.