Liondesk is a comprehensive CRM platform designed for real estate professionals and B2B companies to streamline client communications and sales processes.
Transform your customer interactions with AI Agents that can intelligently engage leads and automate follow-ups.
Liondesk excels at CRM and lead management for real estate professionals. Relevance AI enhances this with intelligent AI Agents that can automate client communications, provide personalized responses, and streamline follow-ups at scale.
Dynamic Engagement
The agent adapts interactions based on real-time client data for personalized communication.
Automated Insights
The agent analyzes customer behavior to provide actionable insights and recommendations.
Enhanced Decision-Making
The agent provides data-driven insights that empower organizations to make informed choices.
Relevance AI gives you access to a wide variety of Liondesk tools within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Liondesk account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration leverages OAuth authentication to securely connect with your Liondesk data, while Relevance AI manages API operations behind the scenes. The system automatically handles request formatting, authorization headers, and data validation.
Built-in error handling and response processing ensure reliable data exchange between Liondesk and your automated workflows.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Liondesk + Relevance AI integration without writing code:
- Organize contact data: Maintain clean, standardized contact records and lead information.
- Use API endpoints wisely: Choose the appropriate endpoints for contacts, leads, and tasks management.
- Set proper permissions: Ensure OAuth authentication is configured with correct read-write access.
- Monitor API usage: Stay within rate limits and implement proper error handling.
- Validate responses: Check API response status codes and data formats before processing.
