1.Detects new inbound message
Integrate LEX Reception and reception intake workflows to catch each incoming message and extract submitter contact data to qualify potential leads.
Create intake leads from inbound legal reception messages
Automatically monitor new inbound message received across LEX Reception. Create and update intake leads when messages are qualifying, fields are normalized, and details post to your CRM intake endpoint β so you can follow up without manual intake triage.
How this automation creates intake leads
When new inbound reception messages arrive, delays can slow follow-up and lose time-sensitive opportunities. This automation catches new messages, filters qualifying requests, normalizes contact details, and posts structured leads to your CRM intake endpoint β so your team can act fast.
LEX Receptionor swap with your favorite app
2.Filters to qualifying records
Integrate Filter by Zapier and intake rules to continue only for qualifying records to ignore non-lead messages.
Filter by Zapieror swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and data formatting tools to format phone numbers and normalize name casing to map lead fields.
Formatter by Zapieror swap with your favorite app
4.Posts to CRM intake endpoint
Integrate Webhooks by Zapier and CRM intake endpoints to post mapped lead fields and message details to create or update intake leads.
Webhooks by Zapieror swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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