Marketo + PracticePanther Legal Software

Create contacts in PracticePanther Legal Software for new leads in Marketo

Effortlessly manage new leads in your law practice by connecting Marketo and PracticePanther Legal Software. With this workflow, when a new lead is added in Marketo, a contact will be created in PracticePanther, ensuring your client information stays organized and easily accessible. Focus on nurturing your leads while the automation takes care of maintaining your contact list.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ContactCreates a contact.
ActionWrite

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More things you can do with Marketo and PracticePanther Legal Software

Discover other triggers and actions you can use with Marketo and PracticePanther Legal Software

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company ID
  Required
Action
Write
- Folder
  Required
- Name
  Required
- Program Description
- Program type
  Required
- Channel
  Required
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- E-Mail Address
  Required
- Additional fields to retrieve
Action
Search

- Company Name
  Required
- External Company ID
  Required
Action
Search or write
- Assigned To
- Tag
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned to User
Trigger
Polling
Try It
New Expense Category
Triggers when a new expense category is created.
Trigger
Polling
Try It
New Item
Triggers when a new item is created.
Trigger
Polling
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Billed By
Trigger
Polling
Try It
- User
  Required
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Write
- Subject
  Required
- Date/Time
  Required
- Duration
  Required
- Direction
  Required
- User
  Required
- Contact
- Matter
- Notes
- Tags
Action
Write
- Subject
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- All Day Event?
  Required
- User
  Required
- Matter
- Contact
- Notes
- Location
- Tags
Action
Write
- Name
  Required
Action
Write
- Contact
  Required
- Matter Name
  Required
- Status
  Required
- User
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Write
- User
  Required
- Subject
  Required
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
Action
Write
- Search Text
  Required
Action
Search
- Email Address
  Required
Action
Search
- Contact
- Search Text
  Required
- Contact
  Required
- Matter Name
  Required
- Status
  Required
- User
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Search or write

- List
- Additional Fields
Trigger
Polling
Try It
- Zap_id
- Program Context
  Required
- Campaign Context
  Required
- Program Context
  Required
- Program Member Context
  Required
Trigger
Instant
Try It
- List
  Required
- Lead
  Required
Action
Write
- Partition
Action
Write
- Program
  Required
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write
- Company Name
  Required
Action
Search
- Field to search
  Required
- Search value
  Required
- Additional fields to retrieve
Action
Search
- E-Mail Address
  Required
- Additional fields to retrieve
- Partition
Action
Search or write
New Bank Account
Get Bank Accounts.
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Matter
- Billed By
- Expense Category
- Contact
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Polling
Try It
- Matter
- Account Type
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Type
  Required
- Name
  Required
Action
Write
- From - Email Address
  Required
- To - Email Address
  Required
- To - Display Name
- Subject
  Required
- Date
  Required
- Contact
- Matter
- Body
  Required
- From - Display Name
Action
Write
- Contact
- Quantity
- Matter
  Required
- Date
  Required
- Price
- Billable?
  Required
- Description
- Billed By
- Category
Action
Write
- Name
  Required
- Rate
  Required
- Code
- Description
Action
Write
- Date
  Required
- Subject
  Required
- User
  Required
- Contact
- Matter
- Note
- Tags
Action
Write
- Contact
  Required
- Matter
  Required
- Billed By
  Required
- Billable?
  Required
- Date
  Required
- Hourly Rate
- Description
- Hours
- Item
- Private Notes
Action
Write
- Contact
- Search Text
  Required
Action
Search
- Search Text
  Required
- User
  Required
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Search or write

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

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About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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