1.Detect new message or call record
Integrate LEX Reception to capture incoming call records and start contact creation automatically.
Create CRM contact from reception call details for intake
Automatically watch new message or call records across LEX Reception and CRM apps. Create and update contact records when qualifying calls include a conclusion or message, so you can segment outreach, reduce re-entry work, and keep follow-up moving without manual data entry.
How this automation creates clean CRM contacts
When new reception call records arrive, unstructured details can stall segmentation and outreach. This automation filters qualifying records, normalizes phone and names, and uses Clio to find or create contactsβso your team can act without manual re-entry.
LEX Receptionor swap with your favorite app
2.Continue only for qualifying records
Integrate Filter by Zapier to gate the flow and continue only for calls with qualifying details.
Filter by Zapieror swap with your favorite app
3.Normalize phone and standardize names
Integrate Formatter by Zapier to normalize phone numbers and standardize name casing before CRM matching.
Formatter by Zapieror swap with your favorite app
4.Find or create contact in Clio
Integrate Clio to find a contact by formatted phone and name, or create a new contact when no match is found.
Clioor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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