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 Rick Garcia

Last updated 15 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.