LionDesk Lead Pull API Guide

We have gone live with LionDesk Contacts API – Agents can now pull leads from their LionDesk account.

Below are the steps to Sync LionDesk with SalesDialers

 

Step 1: ( We can skip this step, we are enabling all the CRM when creating a new account)

• Login to SalesDialers User Administrator Account
• Enable LionDesk by clicking the customers Export Option

Step 2:

• Now login to Agent account and click “CRM“ & “CRM Export Settings” in the left menu
• Click the edit option next to LionDesk to input the LionDesk Access Token

How to get LionDesk Access Token For SalesDialers

• Login to LionDesk CRM Dev Center( https://developers.liondesk.com/account/apps )
• Click on New App

• Enter LionDesk Username 
• Enter Redirect URI https://web.prospectboss.com/easycampaign

• Hit Save
• Then Click on Reveal Access Token

How to Import Leads from LionDesk to SalesDialers

• Enter the Access Token in CRM Export Settings page and hit save
• Click on CRM – View LionDesk Contacts to view the contacts from LD
• From this page you have the option to create new campaign with the contacts or add contacts to the existing campaign
• You can use the page number for navigate
• You can view only 50 contacts for each page.
• Choose the Page number and click the go button to view more contacts. Last added contact is shown first.