How to Integrate Legal CRM with your Appointlet Account Follow
The Legal CRM and Appointlet integration is a great way to streamline your scheduling process, but it has very specific instructions if you want it to work properly. The following is a 2 part process that consists of first setting up the proper form fields and then integrating that form with your Legal CRM system.
Configure Webhook to Post to Legal CRM
Custom: Configuring your form to include the lead id
Setup Form Fields
The first step is to setup your form fields accordingly.
For Legal CRM Clients who have B2C (business to consumer) meetings, you should only have these fields in your Appointlet Settings Form Fields page:
-Full Name
-Phone #
⚠️ Please note, these fields must be in the Proper Order, or the code that Appointlet sends will not be readable and can not be integrated with Legal CRM.
Screenshot Sample for B2C Clients:
For Legal CRM Clients who have B2B (business to business) meetings, you should ONLY have these fields in your Appointlet Settings Form Fields page:
-Full Name
-Firm Name
-Phone #
⚠️ Please note, these fields must be in the Proper Order, or the code that Appointlet sends will not be readable and can not be integrated with Legal CRM.
Screenshot Sample for B2B Clients:
Configure Webhook to Post to Legal CRM
Next, you will need to setup your integration link from Appointlet to Legal CRM. On the left, side menu (charcoal color) in Appointlet, click on the gear icon, labelled Settings as shown:
Click on the tab that says Webhooks in the settings menu as shown:
Next, click on the green Add Button in the bottom left hand corner of the Webhooks screen.
You need to add your unique Legal CRM web portal address here for the Target URL.
Example: https://YourSiteName.lawruler.com/AppointletHandler.aspx
Make sure to click Save Changes when done.
Next, click on General in the settings menu as shown below to customize your Company Name and the Booking Page URL/Web Link that you will be able to use in your Legal CRM texts, emails, and on your own website/landing pages..
Congratulations! You are all set and it will now start working!
Custom: Configuring your form to include the lead id
We added a new parameter into the classic appointlet integration! You can now pass your lead id into the system so that when an event is booked it will no longer have to rely on the customers contact information and duplicate checking.
To get this setup you first will need to setup an email automation that sends your appointlet link that includes the lead id from your Legal CRM .
In the email section of the automation paste in your appointlet URL + ?field_lr= <<lead id>>
It should look like this when done:
https://test-law-firm.appointlet.com/?field__lr= <<lead id>>
The next step is to configure a new field inside your appointlet form.
Field settings:
"slug": "lr"
"label": "LR Lead ID Number"
"help_text": "Autofilled LR Lead ID"
Once you have added it it should look like this:
Now whenever your link generated via the automation email campaign sends out it will automatically insert the lead's ID into the appointlet form. When they submit the event, it will be booked directly in that lead!
Support/Assistance
If you need further assistance, then please contact Legal CRM Support to assist you further.
🤗 Thank you very much for choosing Legal CRM!