Create new Lawmatics matters instantly from new leads in GetLeadForms
Streamline your lead management process with this GetLeadForms to Lawmatics workflow. This setup ensures that every time a new lead is captured in GetLeadForms, a corresponding matter is instantly created in Lawmatics. This automation helps you efficiently track and manage leads, resulting in a simplified and more productive workflow for your law practice.
Streamline your lead management process with this GetLeadForms to Lawmatics workflow. This setup ensures that every time a new lead is captured in GetLeadForms, a corresponding matter is instantly created in Lawmatics. This automation helps you efficiently track and manage leads, resulting in a simplified and more productive workflow for your law practice.
- When this happens...New Lead
Triggers when a new lead is pushed to the system.
- automatically do this!Create Matter
Create a new Matter from values.
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