1.Captures new reception message
Integrate LEX Reception and intake tools to capture inbound message details for CRM contact creation and updates.
Create or update CRM contact from reception message
Automatically convert reception messages into CRM contacts across LEX Reception, Filter by Zapier, and Lawmatics. Create and update contacts and intake context when message arrives, phone verified, or call type matchesβso you can reduce manual data entry, prevent duplicate records, and accelerate outreach.
How this automation updates your CRM contacts
When new reception messages arrive, missing contact records can slow outreach and create duplicate follow-up work. This automation filters qualifying records, finds or updates contacts, and creates contacts and intake entriesβso your team can act on intake context immediately.
LEX Receptionor swap with your favorite app
2.Filters qualifying records
Integrate Filter by Zapier and validation tools to continue only when phone or email is present and call type matches.
Filter by Zapieror swap with your favorite app
3.Finds contact by phone
Integrate Lawmatics and contact matching tools to find an existing contact using the message phone value.
Lawmaticsor swap with your favorite app
4.Updates contact with context
Integrate Lawmatics and CRM field mapping tools to update contact details and attach reception message notes.
5.Creates contact and intake entry
Integrate Lawmatics and intake forms tools to create a new contact and record intake case details when no match exists.
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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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