LEX Reception + MyCase
Create new leads in MyCase from new messages in LEX Reception
Integrate your LEX Reception and MyCase apps to simplify workload and manage client interactions better. With every new message in LEX Reception, a lead will be created in MyCase. This organized approach ensures no important communication is missed and eliminates the need for manual data entry. Stay focused on your clients and let this streamlined workflow efficiently handle your lead creation tasks.
Integrate your LEX Reception and MyCase apps to simplify workload and manage client interactions better. With every new message in LEX Reception, a lead will be created in MyCase. This organized approach ensures no important communication is missed and eliminates the need for manual data entry. Stay focused on your clients and let this streamlined workflow efficiently handle your lead creation tasks.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Lead
Creates a new lead.
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