1.Monitors incoming call ended
Integrate GoTo Connect and call analytics tools to detect an ended inbound call so you can start prospect lookup.
Add completed call leads to CRM prospect records
Automatically map caller phone numbers across Lawmatics and GoTo Connect systems. Create and update records when caller number matches, no match is found, or multiple results appearβso you can update prospect details, create new caller records, and route intake without manual data entry.
How this automation creates caller prospect records
When an inbound call ends, follow-up can stall if caller context is not captured in time. This automation finds matches in Lawmatics, filters outcomes, and creates or updates prospect recordsβso your team can respond with accurate caller details.
GoTo Connector swap with your favorite app
2.Finds prospect by phone
Integrate Lawmatics and CRM lookup tools to map caller number to search value and return the first match.
Lawmaticsor swap with your favorite app
3.Routes based on match result
Integrate Filter by Zapier and routing rules to continue when a match exists or continue when no match was found.
Filter by Zapieror swap with your favorite app
4.Updates prospect when matched
Integrate Lawmatics and contact field mapping tools to update prospect fields like caller name, phone, and context.
5.Creates prospect when no match
Integrate Lawmatics and CRM record creation tools to create a new contact record and set initial intake status.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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