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Intaker Integrations

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Lawmatics

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Microsoft Excel

Microsoft, Spreadsheets

Google Sheets

Google, Spreadsheets

Airtable

LeadConnector

Marketing Automation

Keap

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

WhatConverts

CRM (Customer Relationship Management)

Lawmatics

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Microsoft Excel

Microsoft, Spreadsheets

Google Sheets

Google, Spreadsheets

Airtable

LeadConnector

Marketing Automation

Lawmatics

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Microsoft Excel

Microsoft, Spreadsheets

Google Sheets

Google, Spreadsheets

Airtable

LeadConnector

Marketing Automation

Keap

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

WhatConverts

CRM (Customer Relationship Management)

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Quickly automate Intaker integrations with Zapier's templates

Create leads in WhatConverts for new chats in Intaker
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Intaker + WhatConverts
Send new Intaker chats to Google Ads for offline conversions
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Intaker + Google Ads
Create or update HubSpot contacts from new Intaker chats
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Intaker + HubSpot
Create new Pipedrive people from new Intaker chats
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Intaker + Pipedrive

Create and update LeadConnector contacts from new Intaker chats
Details
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Intaker + LeadConnector

Add new Intaker chats to Google Sheets as rows
Details
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Intaker + Google Sheets

Create leads in WhatConverts for new chats in Intaker

Intaker + WhatConverts

Send new Intaker chats to Google Ads for offline conversions

Intaker + Google Ads

Create or update HubSpot contacts from new Intaker chats

Intaker + HubSpot

Create new Pipedrive people from new Intaker chats

Intaker + Pipedrive

Create and update LeadConnector contacts from new Intaker chats

Intaker + LeadConnector

Add new Intaker chats to Google Sheets as rows

Intaker + Google Sheets

Supported triggers and actions

What does this mean?

- OrganizationRequired
- Agent NameRequired
Trigger
Instant
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- Organization NameRequired
- Bot Name
Trigger
Scheduled
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- Organization NameRequired
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It
- OrganizationRequired
- Lead NameRequired
- Lead Status
- Create Task (Notification via Desk & Email)Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
Action
Write

- Organization NameRequired
- Bot Name
- Prompt Name
Trigger
Scheduled
Try It
- orgIdRequired
- Lead Status Changed ToRequired
- Lead Status Changed From
- Filter
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

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