LeadConnector + LEAP (Legal)

LeadConnector + LEAP (Legal) integrations

Create new LEAP (Legal) cards when stages change in LeadConnector pipelines

Keep your legal processes streamlined with this seamless workflow. When the stage changes for a lead in LeadConnector, a new card will be instantly created in the LEAP legal app. This automatic process will help to ensure all information is up-to-date and readily available when needed, making it easier to manage and track the progression of leads. It's the perfect solution for teams looking for time-saving and efficiency-boosting functionality.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create CardCreate a LEAP card for a person/s or organisation
ActionWrite

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More things you can do with LeadConnector and LEAP (Legal)

Discover other triggers and actions you can use with LeadConnector and LEAP (Legal)

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Card Type
  Required
Action
Write
- Matter
  Required
- Quantity
  Required
- Billing
  Required
- Amount Each
  Required
- Date
  Required
Action
Write

- Client
  Required
- Matter No.
- Matter Description
Action
Write
- Short Name
- Short Name Exact Match
- Full Name
- Full Name Exact Match
- Address
- Email Address
- Email Address Exact Match
- Contact Number
- Contact Number Exact Match
- Card Type
Action
Search

- Short Name
- Short Name Exact Match
- Full Name
- Full Name Exact Match
- Address
- Email Address
- Email Address Exact Match
- Contact Number
- Contact Number Exact Match
- Card Type
- Card Type
  Required
Action
Search or write

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write
- Matter
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Matter
  Required
- Date
  Required
- Memo
- Billing
  Required
- Quantity
Action
Write
- Matter
  Required
- Date
  Required
- Memo
- Billing
  Required
- Minute Billing Units
  Required
- Do you want to use fee units or time elapsed to calculate the fee amount?
  Required
Action
Write
- Matter Number
- Matter Number Exact Match
- Client
- Client Exact Match
- Matter Type
- Matter Type Exact Match
- Instruction Date
- Not Proceeding Date
- Completion Date
- Status
- Status Exact Match
- Archive Number
- Include Archived Matters
- Is Current
Action
Search
- Matter Number
- Matter Number Exact Match
- Client
- Client Exact Match
- Matter Type
- Matter Type Exact Match
- Instruction Date
- Not Proceeding Date
- Completion Date
- Status
- Status Exact Match
- Archive Number
- Include Archived Matters
- Is Current
- Client
  Required
- Matter No.
- Matter Description
Action
Search or write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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About LEAP (Legal)

LEAP is a cloud-based legal practice management platform that streamlines case management, document automation, billing, and client collaboration for law firms.

HelpHelp

Related categories

CRM (Customer Relationship Management)