Start syncing Planyo and LionDesk two-way

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When contacts are tagged in Planyo, update their LionDesk contact details
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When Planyo contacts are from a certain region, match them up to contacts in LionDesk
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When contacts are considered a supplier in Planyo, have the contacts enriched by LionDesk 's social data
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When contacts are not yet converted leads in Planyo, update their description in LionDesk
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When contacts are owned by a salesperson in Planyo, update a custom field in LionDesk
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When contacts have lead status 'New' in Planyo, keep them in sync with LionDesk
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When contacts have not opted out in Planyo, merge their contacts data with those of LionDesk
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When custom attributes are updated in Planyo, apply a category to them in LionDesk
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When phone numbers are added or updated in Planyo, apply tags to them in LionDesk or remove them too
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When Planyo contacts are from a certain region, give them a specific rating in LionDesk
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When Planyo contacts are from a certain location, make them a VIP in LionDesk
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When new contacts are added in Planyo, update a custom field in LionDesk
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No more manual exporting & importing of contact lists. No more inaccurate or missing data.

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Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

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Help Articles related to syncing Planyo & LionDesk