1.New reception message received
Integrate LEX Reception and intake capture tools to watch for new messages to trigger lead creation from reception.
Create PI leads from reception messages for intake team
Automatically monitor new reception message intake across LEX Reception and Zapier tools. Create and update PI leads when qualifying personal-injury inquiries or contact info exists and when messages arriveβso you can build CRM lead records, normalize contact details, and assign intake stages without manual lead entry.
How this automation accelerates intake lead creation
When new reception messages arrive, unqualified or unformatted inquiries can stall triage and delay follow-up. This automation filters qualification signals and normalizes contact data, then creates CASEpeer leads and assigns intake stagesβso your team can route new inquiries fast.
LEX Receptionor swap with your favorite app
2.Qualification filter runs
Integrate Filter by Zapier and lead qualification rules to continue only for qualifying inquiries to prevent unwanted leads.
Filter by Zapieror swap with your favorite app
3.Contact data is normalized
Integrate Formatter by Zapier and contact enrichment tools to format phone and clean email to standardize intake details.
Formatter by Zapieror swap with your favorite app
4.Create PI lead in CASEpeer
Integrate CASEpeer and CRM lead workflows to map injury type and case notes to create intake-stage leads.
CASEpeeror swap with your favorite app
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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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