1.Captures new opt-in contact
Integrate ClickFunnels Classic and CRM capture tools to create intake-ready contact signals.
Create intake records from funnel opt-ins for cases
Automatically capture new contact created funnel opt-ins across ClickFunnels Classic and Lawmatics. Create intake records and route cases when valid email detected, case type provided, or qualifying source submittedβso you can create intake entries, populate matter fields, and hand off to coordinators without manual intake entry.
How this automation creates intake records from opt-ins
When funnel opt-ins arrive with missing details, intake coordinators waste time chasing emails and re-entering facts. This automation filters qualifying leads, normalizes contact fields, and creates custom form entries in Lawmaticsβso your team can start intake faster.
ClickFunnels Classicor swap with your favorite app
2.Filters qualifying opt-ins
Integrate Filter by Zapier and data validation tools to continue only when emails and case inputs are present.
Filter by Zapieror swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and data cleanup tools to normalize phone numbers and trim name fields.
Formatter by Zapieror swap with your favorite app
4.Creates custom intake entry
Integrate Lawmatics and intake forms tools to create custom form entries with matter intake fields.
Lawmaticsor swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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