Tag new Lawcus leads in Constant Contact for efficient contact management
Maximize your marketing efforts by connecting Lawcus and Constant Contact. With this workflow, when a new lead is detected in Lawcus, the relevant contact in Constant Contact gets tagged. This enables swift engagement with potential clients, broadening your customer base, and simplifying your marketing process – leaving you with more time to focus on your law practice.
Maximize your marketing efforts by connecting Lawcus and Constant Contact. With this workflow, when a new lead is detected in Lawcus, the relevant contact in Constant Contact gets tagged. This enables swift engagement with potential clients, broadening your customer base, and simplifying your marketing process – leaving you with more time to focus on your law practice.
- When this happens...New Lead Created
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
- automatically do this!Tag Contact
Add one or more Tags to a Contact.
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Invoice State Changed
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
Try ItLead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
Try ItMatter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Try ItNew Company Created
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
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Stage
Try ItWorkflow
Stage
Try ItNew Communication
Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.
Try ItNew Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
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