Cognito Forms Beta

LionDesk Beta


Integrate Cognito Forms with LionDesk
when a payment is collected in cognito forms , adds email activity based on the email address (only if email address is found) in LionDesk.




What is Cognito Forms?

A free online form builder that allows you to easily create powerful forms for your website. Create contact forms, registration forms, order forms, and more.

What is LionDesk?

LionDesk is a complete Real Estate CRM and Sales & Marketing platform to help manage your clients from new lead, through the sale, and beyond.



How to set the workflow up

  • Select Cognito Forms as your trigger app and select an event
  • Select LionDesk as your action app and select an event
  • Map the fields from Cognito Forms to LionDesk by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a payment is collected in Cognito Forms , adds email activity based on the email address (only if email address is found) in LionDesk.

Coming soon

  

When a payment is collected in Cognito Forms , creates a new Contact in LionDesk.

Coming soon