CRM Integration Requirements

Below is a list of CRMs we integrate with along with specific information needed for us to properly integrate with each company.  Please note that we integrate with 99% of of CRMs so if you do not see your CRM listed here just ask your account manager and we’ll be happy to get you setup.

Lawmatics

Please setup a new form inside your Lawmatics account.  This can be done by logging into Lawmatics > Assets > Custom Forms.  The form should have these exact form fields:

  • first_name
  • last_name
  • email
  • phone
  • case_blurb (used for the chat summary)

Once this form has been setup, please provide your Juvo Leads account manager with your Lawmatics Form API URL. Here’s an example of what this should look like:
https://api.lawmatics.com/v1/forms/6da8f95d-4a8f-3e51-22a8-a9f41ce5a361/submit

Optional (but recommended) please provide your Juvo Leads account manager with login credentials to Lawmatics so we can send test leads sent into your CRM and verify that everything is connected and working properly.


Hubspot

Please setup a new form inside your Hubspot account.  The form should have these exact form fields:

  • firstname
  • lastname
  • email
  • phone
  • message

Once this form has been setup, please provide your Juvo Leads account manager with your Hubspot Form URL.  Here’s an example of what this should look like:

https://share.hsforms.com/1DDeZ0QaGSmMLPxicc73Gag37zjw

Optional (but recommended) please provide your Juvo Leads account manager with login credentials to Hubspot so we can send test leads sent into your CRM and verify that everything is connected and working properly.

 


Lead Docket

Please setup a new form inside your Lead Docket account.  This can be done by logging into Lead Docket > Manage > Integrations > Add New > Lead Generation Service.  The form should have these exact form fields:

  • First
  • Last
  • Phone
  • Email
  • Summary

Once this form has been created, go back to the Integrations page.  Click on the “Definitions” link for the form you just created.

Look for the Endpoint URL and share it to your Juvo Leads account manager. Here’s an example of what the URL should look like:
https://company.leaddocket.com/Opportunities/Form/15?apikey=e903dka5

Optional (but recommended) please provide your Juvo Leads account manager with login credentials to Lead Docket so we can send test leads sent into your CRM and verify that everything is connected and working properly.