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Case Studies and Examples FAQ

A Complete and Clean Database: A new real estate agent was looking for an easy way to keep all his contacts backed up and also make them easier to manage. By setting up the ongoing sync from LionDesk to Google Sheets they were able to save time as every lead was neatly synced and kept updated in a Google Sheet. Also every 3 months they could hop into the Google Sheet and quickly make bulk edits in the sheet to clean up their contacts. Those edits automatically get synced back into LionDesk. Giving them a more organized LionDesk database so they could better focus on creating deals.

Collaboration Made Simple: An experienced real estate team leader wanted to juice up her team’s marketing and better nurture leads. She found great marketing specialists who could tackle it, but getting them the leads to target was a hassle. The team leader discovered that by setting up this sync from LionDesk to a Google Sheet, she could share the sheet with the marketing specialist who would then have easy access to the leads making collaboration a breeze.

Power up Beautiful Live Scoreboards: A broker wanted to inject his team with a little extra motivation by using gamification. LionDesk has so much great data entered in there, if only there was a way to set up a beautiful dashboard with all the agents’ stats. By connecting LionDesk to Google Sheets he was able to create a real-time dashboard using the Spreadsheet created from the sync and a popular dashboard app.

How do I set this up?

We can show you how in less than a minute right here: blog

What Google Sheet will this update?

You can specify an existing Google Sheet or the sync will create a new one called LionDesk Contacts

Can I sync contacts the other way (from Google Sheets into LionDesk)?

Yes! This sync works in both directions.

Will I be able to sync more data than just contacts?

Currently, this sync only works with contact information.

Will it update records?

Yes. As information is edited and updated the sync will update a contact in the other application accordingly.

How often do syncs occur?

Syncs occur at least every 5 minutes, often instantly!

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