LionDesk + 365agents: real estate phone leads flow into your LionDesk pipeline

365agents connects natively to LionDesk via OAuth. Every inbound call creates or updates a LionDesk lead, assigns the right agent, and triggers the matching drip campaign.

Written By Catherine Weir

Last updated 4 days ago

365agents connects natively to LionDesk via OAuth. Every inbound real estate call creates or updates a LionDesk lead with captured qualification fields, assigns the right agent based on your rules, and triggers the appropriate drip campaign — buyer nurture, seller nurture, showing follow-up.

What this makes possible

  • Lead creation on every call — buyer, seller, investor, renter — all captured with context

  • Source attribution — "Phone-AI" tagged for team performance reporting

  • Agent assignment — rules-based routing (territory, round-robin, specialty)

  • Custom field population — qualification answers become LionDesk custom fields

  • Drip campaign enrollment — matching campaign fires based on lead type

  • Transaction stage tracking — qualified leads move through your LionDesk pipeline stages

How a real call flows

  • Caller is exploring selling their home

  • AI captures property info, timeline, motivation

  • Books a listing appointment with your team

  • LionDesk lead created as a seller, tagged "listing appointment booked"

  • Seller nurture drip starts in LionDesk

  • Assigned listing agent gets notified with prep context

How to connect

  1. Admin dashboard → Integrations → LionDesk

  2. "Connect" with your LionDesk account

  3. Authorize lead access and drip campaign triggers

  4. Map AI fields to LionDesk custom fields

  5. Test with a call

Who this is for

  • Real estate teams and solo agents on LionDesk

  • Mortgage professionals cross-using LionDesk

  • Teams running sequenced drips for long-horizon leads

Related

Get started

Book a demo — we'll connect LionDesk during onboarding.