Lawmatics + Perspective
Create new matters in Lawmatics when new leads come via funnel in Perspective
Boost your efficiency by automating the transfer of your new leads from Perspective to Lawmatics. As soon as you generate a new lead in Perspective, this workflow swiftly begins to create a matter in Lawmatics. No more manual data entry means no more wasted time, increasing speed and accuracy in managing your new leads. Stay organized and focused on building client relationships rather than on mundane tasks.
Boost your efficiency by automating the transfer of your new leads from Perspective to Lawmatics. As soon as you generate a new lead in Perspective, this workflow swiftly begins to create a matter in Lawmatics. No more manual data entry means no more wasted time, increasing speed and accuracy in managing your new leads. Stay organized and focused on building client relationships rather than on mundane tasks.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Matter
Create a new Matter from values.
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