Lawmatics + LeadConnector
Create new Lawmatics contacts when LeadConnector pipeline stages change
Maximize the efficiency of your lead management process with this seamless workflow. When a change occurs with a lead stage in LeadConnector, it swiftly initiates the creation of a contact in Lawmatics. This swift communication between the two apps streamlines your workflow, ensuring that your legal contacts are up-to-date and allowing you to focus on growing your legal practice.
Maximize the efficiency of your lead management process with this seamless workflow. When a change occurs with a lead stage in LeadConnector, it swiftly initiates the creation of a contact in Lawmatics. This swift communication between the two apps streamlines your workflow, ensuring that your legal contacts are up-to-date and allowing you to focus on growing your legal practice.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Create a new Contact from values.
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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
Matter Converted
Triggers when a PNC Matter is converted.
Try It
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
Appointment Created
Triggers when an Appointment is created.
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