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Lawmatics + Microsoft Dynamics 365 CRM

Lawmatics + Microsoft Dynamics 365 CRM

Lawmatics + Microsoft Dynamics 365 CRM integrations

Create Lawmatics matters for new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your legal matters whenever a new contact is added to your Microsoft Dynamics 365 CRM with this automation. Once set up, every time a new contact is created in Microsoft Dynamics 365 CRM, a matter will be created in Lawmatics. This seamless connection saves you time and ensures that all your important client information is consistently organized and accessible within your Lawmatics account.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Matter
    Create Matter
    Create MatterCreate a new Matter from values.
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More things you can do with Microsoft Dynamics 365 CRM and Lawmatics

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Lawmatics

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Lawmatics
Lawmatics is an AI-powered legal CRM and marketing automation platform that converts leads into clients and scales law firm growth.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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