LeadConnector + Smokeball

LeadConnector + Smokeball integrations

Create and manage new Smokeball matters by adding or updating contacts in LeadConnector

Stay on top of client management in LeadConnector whenever new matters emerge in Smokeball. With this workflow, each time a new matter shows up in Smokeball, it will create or update a contact in LeadConnector. This ensures your customer relationship management is always current, saving your team the time and hassle of manual updates. It bridges the gap between your legal case management and lead tracking, enabling a more efficient and streamlined process.

When this happens...
New MatterTriggers when a new matter is created.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with Smokeball and LeadConnector

Discover other triggers and actions you can use with Smokeball and LeadConnector

- Name
- Contact Type
- Test Run Configuration
Trigger
Instant
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- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Matter
  Required
- Status
  Required
- Test Run Configuration
Trigger
Instant
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- Matter
  Required
- Status
  Required
- Test Run Configuration
Trigger
Instant
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- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
Try It

- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
Try It

Task Completed
Triggers when a task is completed.
Trigger
Instant
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- Subject
  Required
- Description
- Location
- All day
- Organizer
  Required
- Attendees
  Required
- Start date and time
  Required
- End date and time
  Required
Action
Write
- Assign to firm owner?
  Required
- Invoice
- Date
  Required
- Subject
- Activity Code
- Description
- Quantity
  Required
- Price
  Required
- Is Finalized?
  Required
- Is Written Off?
  Required
- Is Billable?
  Required
- Is Invoiced Externally?
  Required
Action
Write
- Matter Type
  Required
- Description
- Person Responsible
Action
Write
Create Person Contact
Creates a person contact.
Action
Write
- File name
  Required
- Folder path
- File
  Required
- Created Date
Action
Write
- Client
- Is Lead?
  Required
- Search
- Status
- Last Updated
- Updated Since
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Name
- Contact Type
- Test Run Configuration
Trigger
Instant
Try It
- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Matter
  Required
- Status
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Lead Status
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
Try It
- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
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Create Organization Contact
Creates an Organization Contact.
Action
Write
- Lead Type
  Required
- Description
- Person Responsible
Action
Write
- Title
  Required
- Text
- Created By
  Required
- Created Date
Action
Write
- Name
  Required
- Created By
  Required
- Assignees
- Categories
- Due Date
- Duration
- Is Completed
- Completed By
- Details
Action
Write
- Name
- Contact number (mobile, home or work)
- Email
Action
Search
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

Learn moreLearn moreHelpHelp

Related categories

Productivity

Related Zap Templates

Update and manage contacts in LeadConnector when they're updated in Smokeball

Add new Smokeball contacts to LeadConnector for seamless contact updates

Add or update LeadConnector contacts for new Smokeball leads