LionDesk - CRM Integration

LionDesk is a popular Choice for agents who want a simple, affordable CRM. By adding Propel as an AI automation layer, you can transform your LionDesk "contact list" into an active sales pipeline that books appointments on your calendar automatically.

How Propel Works with LionDesk

Propel acts as the conversational engine for your LionDesk database. It handles the early-stage tasks—responding to new inquiries, qualifying prospects, and scheduling showings—while syncing every interaction back to your CRM.

1. Unified Inbox Connectivity

Propel and LionDesk both connect to your Gmail or Microsoft 365 account. Because both systems share the same inbox, every automated message Propel sends is automatically captured by LionDesk’s activity tracker.

2. Conversational Lead Nurture

While LionDesk excels at storing contact information and sending video emails, Propel handles the actual conversation using AI. If a lead asks about property details or scheduling, Propel answers accurately and drives toward a goal, rather than just following a rigid script.

3. Campaign Automation

You can easily sync your LionDesk "Cold" or "Nurture" leads into a Propel Campaign. Propel will start reaching out to them individually, and as they respond, you’ll see the activity directly in their LionDesk contact record.

Key Benefits

• Stop Procrastinating on Follow-Up: Propel handles the first 5 touches automatically, so you only spend time on leads who are actually interested.
• Improved Data Accuracy: Propel extracts the context of conversations so you know which leads are "Hot" and which are "Window Shoppers" without manually tagging them.
• Appointment First: Propel’s primary goal is to get people onto your calendar, transforming your CRM from a database into a booking engine.

Setup Steps

Step 1: Connect Your Business Email

1. In Propel, go to Settings > Integrations and connect your business email.
2. In LionDesk, ensure the same email is connected for tracking and sync.

Step 2: Sync Your Database

1. Filter your contacts in LionDesk to identify leads that need re-engagement.
2. Export the list and import it into Propel.
3. Select an AI Campaign goal.

Step 3: Monitor and Close

As Propel interacts with your leads, check your LionDesk activity feed to see the progress. When an appointment is booked, Propel will notify you, and you can take over to close the deal.

Best Practices

• Video Handoff: Continue using LionDesk Video for high-value personal introductions, and let Propel handle the routine qualification and scheduling tasks.
• Automate Lead Sources: Ensure your Zillow and Realtor.com leads are flowing into the inbox Propel monitors for instant response.

Need Help?

• LionDesk Support: LionDesk Help Center
• Propel Support: partners@propelhq.io
• Related Guide: LionDesk vs Propel Comparison