Create Lawmatics contacts from new Surefire Local Platform leads
Effortlessly manage your new leads with this seamless workflow between Surefire Local Platform and Lawmatics. As soon as a new lead is received in Surefire Local, this automation will create a contact in Lawmatics, keeping your database organized and up-to-date. Spend less time manually transferring information and more time focusing on nurturing those valuable leads.
- When this happens...New Lead ReceivedTriggers when a new lead is created.
- automatically do this!Create ContactCreate a new Contact from values.
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More things you can do with Surefire Local Platform and Lawmatics
Discover other triggers and actions you can use with Surefire Local Platform and Lawmatics
- New Lead Received
Triggers when a new lead is created.
Try ItTriggerInstant - Matter Converted
Triggers when a PNC Matter is converted.
Try ItTriggerPolling - Contact Created
Triggers when a Contact is created.
Try ItTriggerPolling - Custom Form Added
Triggers when a Custom Form is added.
Try ItTriggerPolling
- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
ActionWrite- Appointment Created
Triggers when an Appointment is created.
Try ItTriggerPolling - Custom FormRequired
Try ItTriggerPolling- New Note Created
Triggers when a new Note is created.
Try ItTriggerPolling
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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