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Lawmatics + Microsoft Dynamics 365 CRM

Lawmatics + Microsoft Dynamics 365 CRM

Lawmatics + Microsoft Dynamics 365 CRM integrations

Create matters in Lawmatics from new Microsoft Dynamics 365 CRM leads

Efficiently manage your new leads from Microsoft Dynamics 365 CRM by seamlessly creating matters in Lawmatics. With this workflow, each time a new lead is added to your CRM, it will automatically create a corresponding matter in Lawmatics, ensuring consistent and organized information. Save time and focus on nurturing your leads without the hassle of manual data entry.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead 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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