Liondesk Integration
Written by Jenna Tighe
Updated at October 24th, 2022
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Table of Contents
How to forward leads from your AE CRM into your Liondesk CRM
- From your Liondesk CRM, click on your name in the upper right corner and select Settings
- In settings, click on Lead Distribution and Team Settings
- Copy your Liondesk Unique Email Address that is located in the Lead Import Setup section
- Log into your AE CRM and navigate to Setup > Advanced Routing
- Check the box next to 'Other' and paste the email address provided by your lead management service into the field
- Typically, you'll want to pick and choose which emails to forward. Make sure to read the descriptions for each section. When you're done setting up, it's a good idea to test the lead forwarding by going to your website and submitting a form. The Contact Form Submission is usually an easy one to try!