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Lawmatics + Surefire Local Platform

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.

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.

  1. When this happens...
    Surefire Local PlatformSurefire Local Platform
    New Lead Received

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    LawmaticsLawmatics
    Create Contact

    Create a new Contact from values.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Surefire Local Platform triggers, actions, and search

    New Lead Received

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
  • Lawmatics triggers, actions, and search

    Matter Converted

    Triggers when a PNC Matter is converted.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Contact Created

    Triggers when a Contact is created.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Custom Form Added

    Triggers when a Custom Form is added.

    Trigger
    Scheduled
    Try It

    • Client

    • First Name

    • Last Name

    • Email

    • Phone

    • Address

    • Address2

    • Address3

    • City

    • State

    • Country

    • Zip

    • Notes

    Action
    Write
  • Lawmatics triggers, actions, and search

    Appointment Created

    Triggers when an Appointment is created.

    Trigger
    Scheduled
    Try It

    • Custom FormRequired

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    New Note Created

    Triggers when a new Note is created.

    Trigger
    Scheduled
    Try It
lawmatics logo
lawmatics logo

About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.
Learn moreHelp

Related categories

  • Marketing Automation

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surefire-local-platform logo
surefire-local-platform logo

About Surefire Local Platform

All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.

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