CASEpeer + Lawmatics
Create new CASEpeer leads from newly filled out Lawmatics forms
When a new form is completed in Lawmatics, this workflow transfers the information to create a new lead in CASEpeer. It's an efficient way to ensure all potential client information gathered on Lawmatics is transferred promptly into CASEpeer for further action. No more manual data entry or missed leads; this automation lets you focus on client interaction and case progression.
When a new form is completed in Lawmatics, this workflow transfers the information to create a new lead in CASEpeer. It's an efficient way to ensure all potential client information gathered on Lawmatics is transferred promptly into CASEpeer for further action. No more manual data entry or missed leads; this automation lets you focus on client interaction and case progression.
- When this happens...Filled Out a Form
Triggers when a Custom Form Entry is submitted.
- automatically do this!Create Lead
Creating a lead action
- Free forever for core features
- 14 day trial for premium features & apps
