1.Captures new message intake
Integrate LEX Reception to capture the new message details and intake fields as source data.
Add new client messages into your lead list
Automatically capture new message intake across LEX Reception and LeadConnector. Create and update when new client message arrives, intake type indicates new-client, or contact details map—so you can create or update contacts, apply intake tags, and add leads to nurture campaigns without manual data entry.
How this automation accelerates your legal intake follow-up
When a LEX Reception new message arrives, scattered intake slows the team down and causes delayed follow-up. This automation filters new-client records, adds or updates contacts, and adds leads to a nurture campaign—so your team can respond faster to fresh intake.
Recepción LEXor swap with your favorite app
2.Continues only for new clients
Integrate Filter by Zapier to continue only when the intake type indicates a new-client record.
Filter by Zapieror swap with your favorite app
3.Adds or updates contact lead
Integrate LeadConnector to add or update a contact, map fields, and set the record as a lead.
Conector de plomoor swap with your favorite app
4.Adds lead to nurture campaign
Integrate LeadConnector to add the new or updated lead to the configured nurture campaign or list.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Paso 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 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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