1.Captures new message event
Integrate LEX Reception to capture the incoming message payload and metadata for contact intake fields.
Create or update CRM contacts from reception messages
Automatically capture new reception messages across LEX Reception and filter call types to shape CRM outcomes. Update contacts when phone matches, and create intake records when it does notβso your team can respond without manual entry or duplicate records.
How this automation updates your CRM contacts
When new reception messages arrive, delays can cause leads to go cold and clients to be duplicated. This automation captures message details, filters by call type, and uses Lawmatics to find, then update or create CRM contact and intake recordsβso your team can act fast.
LEX Receptionor swap with your favorite app
2.Branches by call type
Integrate Filter by Zapier to branch on configured call type for the correct existing client or new client path.
Filter by Zapieror swap with your favorite app
3.Finds contact by phone
Integrate Lawmatics and CRM contact search tools to find contacts by phone and return a contact id to update.
Lawmaticsor swap with your favorite app
4.Updates contact or creates intake
Integrate Lawmatics and CRM intake tools to update matched contacts or create intake form entries from message notes.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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