ClickFunnels + Lawmatics

ClickFunnels + Lawmatics integrations

Create new matters in Lawmatics when contacts are identified in ClickFunnels

When a new contact is identified in ClickFunnels, this workflow aids in immediately setting up a new matter in Lawmatics. This automation ensures you smoothly manage your legal tasks by swiftly creating case files for new leads from your marketing funnel. No more manual data entry, save time and focus on more important legal tasks. Boost your law firm's efficiency today with this seamless workflow.

When this happens...
Contact IdentifiedTriggers when a new Contact is identified by email address or phone number.
TriggerInstant
automatically do this!
Create MatterCreate a new Matter from values.
ActionWrite

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More things you can do with ClickFunnels and Lawmatics

Discover other triggers and actions you can use with ClickFunnels and Lawmatics

Scheduled Appointment Event Created
Triggers when a scheduled appointment event is created.
Trigger
Instant
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- Alert
- Course
  Required
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Pipeline
  Required
- Stage
  Required
- Email Address
  Required
- Opportunity Name
  Required
- Value
- Close Date
Action
Write
- Email Address
- Contact ID
- Tag
  Required
Action
Write

- Search Type
- Search Value
Action
Search
Appointment Created
Triggers when an Appointment is created.
Trigger
Polling
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- Custom Form
  Required
Trigger
Polling
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New Note Created
Triggers when a new Note is created.
Trigger
Polling
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Matter Updated
Triggers when a Matter is updated.
Trigger
Polling
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- Company Name
  Required
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
Action
Write
- Custom Form
  Required
Action
Write
- Id
  Required
- Company Name
  Required
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
- Company Notes
Action
Write
- Id
  Required
- First Name
  Required
- Last Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
- Note
Action
Write
- Search Type
  Required
- Value
  Required
Action
Search
- ID
  Required
Action
Search

- Alert
- Course
  Required
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Alert
- Course
  Required
Trigger
Instant
Try It
Opportunity Moved Stages
Triggers when an Opportunity moves from one stage to another.
Trigger
Instant
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- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- Course
  Required
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Write
Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Polling
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Contact Created
Triggers when a Contact is created.
Trigger
Polling
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Custom Form Added
Triggers when a Custom Form is added.
Trigger
Polling
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Matter Added
Triggers when a Matter is created.
Trigger
Polling
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- Event Name
  Required
- All Day
  Required
- Start Date
  Required
- End Date
  Required
- Attendee Type
  Required
- Attendee ID
  Required
- Description
  Required
- Reminder period
- Reminder unit
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
Action
Write
- First Name
  Required
- Last Name
- Company Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
Action
Write
- Id
  Required
- First Name
  Required
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
- Tag
Action
Write
- Search Type
  Required
- Value
  Required
Action
Search
- Search Type
  Required
- Value
  Required
Action
Search
- ID
  Required
Action
Search

About ClickFunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.

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Related categories

Website & App Building

About Lawmatics

Lawmatics is an AI-powered legal CRM and marketing automation platform that converts leads into clients and scales law firm growth.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Submit new ClickFunnels contacts to Lawmatics as custom form entries

Related Zap Templates

Submit new ClickFunnels contacts to Lawmatics as custom form entries