LionDesk for Workflows

Your Comprehensive CRM Solution for Seamless Client Management

LionDesk for Workflows provides your agency with a powerful suite of tools to manage contacts, campaigns, events, tags, custom fields, and more. This robust app allows you to streamline your CRM processes, automate repetitive tasks, and deliver exceptional client experiences. With an extensive list of actions, LionDesk ensures your agency can effectively manage every aspect of client relationships and marketing efforts.

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CRM Automation

Contact Segmentation

Data Management

Lifecycle Tracking

Detailed Information

Actions

Create Contact

Add new contacts to your database effortlessly, ensuring you never miss an opportunity to connect.

Update Contact

Modify contact details to keep your records accurate and up-to-date.

Delete Contact

Remove outdated or inactive contacts to maintain a clean and organized database.

Get Contact

Retrieve detailed contact information to better understand and serve your clients.

Create Contact Address

Add addresses to your contact profiles for complete client information.

Update Contact Address

Modify existing addresses to reflect accurate location details.

Detailed Information

Use Cases

Automated Lead Prioritization

A real estate agency uses the "Create Hotness" and "Update Hotness" actions to rank new leads automatically, allowing their sales team to focus on the hottest prospects first.

Personalized Email Campaigns

Marketing teams create dynamic tags like “First-Time Buyer” or “Luxury Client” using the "Create Tag" action, then use them to launch targeted campaigns via “Create Campaign Contact.”

Event Scheduling for Client

Agencies set reminders and client meetings using the "Create Event" action—ensuring no follow-up or task is missed throughout the sales cycle.

Custom CRM Fields

A mortgage brokerage adds custom fields like “Loan Approval Stage” using "Create Custom Field" to track client-specific milestones within LionDesk.

LionDesk for Workflows

Why Choose LionDesk for Workflows?

Comprehensive CRM Tools
Manage every aspect of your customer relationships, from contacts to campaigns, with ease.
Enhanced Organization
Utilize tags, hotness indicators, and custom fields to categorize and prioritize effectively.
Streamlined Campaigns
Simplify campaign and event management to maximize outreach efforts.
Customizable Solutions
Adapt workflows with custom fields and values to meet your unique business needs.

Apps Installation and Integration

Custom Actions

Create Contact

Language Detector

Create Campaign

Get Contact

Update Custom Field

Create Company

Get Company

Create Individual

Get Individual

Create Site

Get Site

Create Job

Delete Contact

Create Address

Update Address

Get Contact Address

Delete Address

Create Source

Get Source

Update Source

Delete Source

Create Custom Field

Get Custom Field

Update Custom Field

Delete Custom Field

Create Campaign

Create Event

Get Event

Delete Event

Update Event

Get Campaign

Update Campaign

Delete Campaign

Get Lead Source

Create Lead

Get Lead

Create Hotness

Delete Hotness

Create Contact Source

Delete Contact Source

Create Custom Value

Update Custom Value

Delete Custom Value

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Official GHL Developer Partner

We are honoured to be one of the first three Official GoHigh Level Developer partners.

Our high involvement with the app marketplace, and commitment to developing the best apps from day 1, saw us recognised by GHL as an official global developer partner.

We have frequent communications with the GHL dev team giving us a platform to bring your requests to their attention. Not only that, but early access to upcoming features means our apps will always work with any new GHL product.