CASEpeer + Intaker
Create new CASEpeer leads from incoming Intaker chats
Effortlessly turn new chats in your Intaker app into leads within CASEpeer by setting up this seamless workflow. With each fresh conversation in Intaker, this automation will create a lead in CASEpeer, allowing you to stay organized and easily track potential clients. Spend less time on manual data entry and more time engaging with your prospects, all while staying on top of your legal cases.
Effortlessly turn new chats in your Intaker app into leads within CASEpeer by setting up this seamless workflow. With each fresh conversation in Intaker, this automation will create a lead in CASEpeer, allowing you to stay organized and easily track potential clients. Spend less time on manual data entry and more time engaging with your prospects, all while staying on top of your legal cases.
- When this happens...New Chat
Triggers when a new chat is received by Intaker.
- automatically do this!Create Lead
Creating a lead action
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