How to integrate SAS with Lexicata
Lexicata is an online customer relationship management system for law firms, lawyers, and attorneys to organize and keep track of client data - all in one place. When you integrate Lexicata with Specialty Answering Service, our virtual receptionists will be able to gather details from your caller, and submit that data through the integration to your Lexicata Lead Inbox. Through this process we are able to work in tandem with your law firm, eliminate extra work on your side and help maximize productivity.
In this article we'll discuss:
Connect Lexicata with Your SAS Account
Setting Contact Data Parameters
If Send call data on behalf of email provided by caller is chosen, leads will have the caller's email address. Note that if the caller does not provide an email address, data will be sent from email@example.com by default.
If Send call data from firstname.lastname@example.org is chosen, leads will have email@example.com as their email address.
If Send data from email address is chosen, leads will contain the static email address you enter.
Create Your Lexicata Lead Message
Once the configurations are set, you'll need to create the content of the message associated with the lead in your Lead Inbox.
Keep in mind that you can build a separate integration for every script path, each with their corresponding step labels.
Click and drag the variables from the left side to the box on the right.
Note: When we post information to your lead inbox, the referral URL will show up in Lexicata as https://sasdesk.com, and the lead source will show as SAS. There is no way to adjust these settings.
Integrate Lexicata into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution.