You don't have to create leads manually every time. 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.
Steps to Automate Lead Creation with Workflows
Follow the steps below to automate lead creation using workflows:
Navigate to the
Automationsection. Click on+Add Workflowto create a new workflow.Choose
Intake form submittedas theTrigger typefor your workflow. Click onContinueto move to the next action.You also need to setup the Intake Form when you have multiple intake forms. Click on Continue after selecting the Intake form.
Select
Create Leadas the next action in your workflow and Click onNext.To ensure the lead created contains the relevant information from the prospect's intake form, set up the
Create Leadaction by binding values from the trigger. Use theEmbed Buttonto use intake form values. You can perform this operation for all fields.
Once you have configured the trigger and action, click on the
Savebutton to finalize the workflow setup. You may also clickContinue + New Actionfor Adding New Action to the workflow.