LionDesk

LionDesk is a CRM for real estate professionals. AFI creates contacts in LionDesk via the LionDesk API v2, authenticating with OAuth 2.0.

What you’ll need

• An active LionDesk account.
• A Client ID and Client Secret from the LionDesk developers portal.
• The Advanced Form Integration plugin installed and activated.

Connect LionDesk to AFI

1. Log in to LionDesk and go to the Apps Page.
2. Create an app and copy the Redirect URI from AFI settings.
3. Copy the Client ID and Client Secret.
4. In WordPress, go to AFI → Settings → LionDesk.
5. Enter the Client ID and Client Secret, then click Authorize.
6. Grant access in the LionDesk consent screen.

Create the integration

1. Go to AFI → Add New.
2. Give the integration a name.
3. Under Trigger, pick your form plugin and form.
4. Under Action → Platform, select LionDesk.
5. In Task, choose Create Contact.
6. Select the saved LionDesk account.
7. Map form fields.
8. Click Save Integration.

Tasks supported

Create Contact

Creates or updates a contact in LionDesk. AFI first checks if a contact with the same email exists; if so, it updates the contact instead of creating a duplicate. Supports two addresses per contact.

Pro features

LionDesk [PRO] extends the free version with spouse details, two full addresses, tags, source IDs, hotness IDs, and custom fields.

Troubleshooting

Contact not created

• Check AFI → Log for errors.
• Make sure the OAuth connection is active (re-authorize if needed).

Related docs

• Reading the Log
• Conditional Logic