Sync CallAction Leads into Your Lion Desk Real Estate CRM
If you use LionDesk as your real estate CRM system, you can automatically sync all your CallAction leads directly this LionDesk email integration our our more power LionDesk CRM API integration.
All calls, text messages, and email leads captured by CallAction are automatically exported into LionDesk. This saves time in data entry and allows for accurate tracking of all leads.
Get Your LionDesk Email Address
Go to your LionDesk Login
Go to the Settings screen.
Click on the Lead Distribution and Team Settings tab
On the top of the page is your LionDesk email.
Copy the LionDesk email address.
Now that you have your dedicated LionDesk email address, we will complete the lead export integration from CallAction.
Setup CallAction to Export Lead Calls to LionDesk
Login to CallAction
Click on Phone Numbers
Click on Manage next to the phone number you want to export leads from.
Click Call Settings
Scroll down to Lead Export Integration
Slide the button to "On" to activate the export
Enter your LionDesk CRM email address.
Scroll to the bottom and Save All Changes
Setup Lead Export from CallAction to LionDesk for Email Leads
Login to CallAction
Click on Phone Numbers
Click on Manage next to the phone number you want to export leads from.
Click Email Settings
Scroll down to Lead Export Integration
Slide the button to "On" to activate the export
Enter your LionDesk CRM email address
Scroll to the bottom and Save All Changes
Done! You are now fully integrated between CallAction and LionDesk. If you have the option, we highly recommend using the LionDesk API integration.
Not Currently Using CallAction with LionDesk?
If you are not currently using CallAction to instantly capture, respond, and track your leads? Set up a free 14-day trial in less than 10 minutes to try this integration first-hand.