CASEpeer + LeadConnector
Create new CASEpeer cases when stages change in LeadConnector pipeline
Make your law firm operations smoother with this integration between LeadConnector and CASEpeer. When a lead progresses in LeadConnector, a matching case is instantly created in CASEpeer. This results in a streamlined process where each lead progression corresponds with the establishment of a new case, enhancing productivity in lead management and case development.
Make your law firm operations smoother with this integration between LeadConnector and CASEpeer. When a lead progresses in LeadConnector, a matching case is instantly created in CASEpeer. This results in a streamlined process where each lead progression corresponds with the establishment of a new case, enhancing productivity in lead management and case development.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Case
Creating a case action
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Case Status Change
Triggers when a case changes status.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Received Client Text Message
Triggers when a client sends a text message.
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