1.Receives new message payload
Integrate LEX Reception and call intake systems to receive the incoming call message and map caller fields to contact values.
Create new contact records from reception call messages
Automatically extract caller call message details across LEX Reception, Formatter by Zapier, and Clio. Create and update when caller intent keywords match, phone numbers format successfully, or new callers have no existing matchβso you can normalize phone matching, avoid duplicate contacts, and create outreach-ready records without manual entry.
How this automation creates new contact records
When a new reception call message arrives, manual intake can create delays and duplicate contacts. This automation processes message details, normalizes the phone number, and finds or creates Clio contactsβso your team can follow up fast.
LEX Receptionor swap with your favorite app
2.Formats phone number
Integrate Formatter by Zapier and phone normalization tools to format the incoming phone field for more reliable contact matching.
Formatter by Zapieror swap with your favorite app
3.Finds matching person
Integrate Clio and CRM search tools to search for an existing person by formatted phone or email and avoid duplicates.
Clioor swap with your favorite app
4.Creates new contact person
Integrate Clio and contact note capture to create a new person record and store reception message context for follow-up.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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