Create contacts in Google Contacts from new leads in Lawcus
When a new lead comes into your law practice through Lawcus, it's essential to have their details readily available across all your platforms. This workflow ensures every new Lawcus lead is instantly added to your Google Contacts as a new contact. Capture critical information in real-time, streamline your client management process and spend more time focusing on your casework.
When a new lead comes into your law practice through Lawcus, it's essential to have their details readily available across all your platforms. This workflow ensures every new Lawcus lead is instantly added to your Google Contacts as a new contact. Capture critical information in real-time, streamline your client management process and spend more time focusing on your casework.
- When this happens...New Lead Created
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
- automatically do this!Create Contact
Triggers when a contact is created or updated.
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Invoice State Changed
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
Try ItLead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
Try ItMatter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Try ItNew Company Created
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
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Stage
Try ItWorkflow
Stage
Try ItNew Communication
Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.
Try ItNew Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
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