Capture new leads from ClickFunnels, add to Excel, and create matter in Lawmatics
Capture new leads from ClickFunnels, add to Excel, and create matter in Lawmatics
Capture new leads from ClickFunnels, add their contact information to Microsoft Excel, and create a new matter in Lawmatics for follow-up. This process accelerates your lead management and improves client engagement.
Workflow preview:
Zap details:
Overview
Capture new leads from ClickFunnels, add their contact information to Microsoft Excel, and create a new matter in Lawmatics for follow-up. This process accelerates your lead management and improves client engagement.