Integrate Everest Forms with LionDesk
Send information between Everest Forms and LionDesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in LionDesk each time a form is filled out on Everest Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in LionDesk from the responses collected via Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new contact in LionDesk.
Create a contact in LionDesk each time a form is filled out on Everest Forms
Everest Forms + LionDesk
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Supported triggers and actions
Integrate Everest Forms and LionDesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is added
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create contact
Creates a new contact
Create event
Creates a new event
Fetch contact
Fetches an existing contact
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
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What is LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
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