CRM Integration Requirements

Below is a list of CRMs and 3rd party platforms we integrate with and can pass leads to:

  • Litify
  • Lawmatics
  • Hubspot
  • Lead Docket
  • Law Ruler
  • Zapier

If you do not see your CRM listed here, just ask your account manager and we’ll be happy to assist you.

Litify

Please provide your account manager with the Litify API end-point and exact field names we should pass your lead data to.  Below is an example of what we’ll need from you:

  • API End-Point:
    • https://companyname.my.salesforce-sites.com/api/services/apexrest/litify_pm/api/v1/intake/create
  • Field Names:
    • firstName
    • lastName
    • email
    • phone
    • description

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.

Law Ruler

Please provide your account manager with the following information:

  • API End-Point URL
  • API Key
  • Required Law Ruler Fields / Values
  • Optional Law Ruler Fields / Values

 

Zapier

If your CRM is not listed above the good news is we do integrate with Zapier so we can typically use that to get your leads into your CRM.  We have provided an easy to follow article if you would like to pass your leads into Zapier, you can view it here: https://juvoleads.com/how-to-send-lead-data-from-juvo-leads-into-zapier-using-webhooks/

Don’t see your CRM listed above?  Please reach out to your account manager and ask for assistance.