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How to Automate Lead Creation Using Workflows?
How to Automate Lead Creation Using Workflows?

Automate lead creation using workflows in Lawcus, saving time and effort. Triggered by intake form submission.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

Tired of spending valuable time manually creating leads? Lawcus provides an efficient solution by allowing you to automate lead creation using workflows. Setting up this automation allows you to dedicate your efforts to other critical tasks like lead engagement, qualification, and conversion.

Sample Use Case Scenario:

In this example automation process, whenever a prospect submits an intake form, it triggers the workflow. As a result, a new lead is automatically created in the prospect's name.

Automating lead creation with workflows

Follow the steps below to automate lead creation using workflows:

  1. Navigate to Lawcus Dashboard and access the Automation section. Click on β€œ+Add Workflow” to create a new workflow.

  2. Choose "Intake form submitted" as the trigger type for your workflow. Click on Continue to move to the next action.

  3. Select "Create lead" as the next action in your workflow. To ensure the lead created contains the relevant information from the prospect's intake form, set up the "Create lead" action by binding values from the trigger.

  4. Once you have configured the trigger and action, click on the "Save" button to finalize the workflow setup.

    By following these steps, you can automate the lead creation process and streamline your workflow. This automation saves you time and effort, allowing you to focus on more important aspects of managing and converting leads.

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