How do I integrate Chatref with my law firm's CRM?

Turn on lead capture in your agent’s settings to collect visitor name, email, phone, and any custom fields your law firm CRM needs. The Chatref widget will prompt users at the right moment – for example, after they ask about a practice area – so your team gets warm, qualified contacts without manual data entry.

• Go to your agent’s Settings tab and toggle on Lead Capture.
• Customise the form fields to match your CRM’s intake requirements (e.g., case type, preferred office, referrer).
• The widget displays the form inside the chat once the AI agent has answered an initial question, improving completion rates.

Custom actions give you a zero-code way to send captured lead data to any customer relationship management system that accepts webhook requests. You define what triggers the action, which fields are sent, and where the POST goes – all inside Chatref.

• Navigate to Custom Actions in your agent’s configuration and create a new action named something like “Send to CRM.”
• Set the trigger to fire immediately after a lead-capture submission, or on a specific intent (e.g., “I need representation”).
• Map the lead-capture fields (name, email, phone, custom fields) to the JSON payload your law firm CRM’s endpoint expects.
• Enter your CRM’s webhook URL (or a Zapier/Integromat URL if you prefer a middleware) and test from the preview panel.

This approach works with Clio Manage, Salesforce, HubSpot, Zoho, and any platform that has a REST API.

Once the lead hits your CRM, your firm’s intake team can review the full chat transcript in the Chatref shared inbox. The inbox shows the AI-handled conversation alongside the captured lead data, so a human can reach out with full context if needed.

• From the Inbox, filter by conversations that triggered the “Send to CRM” action to see only CRM-eligible leads.
• Assign conversations to specific team members for follow-up – no switching between tools.
• All chat history and lead details stay visible in one place, even if the visitor disconnected from the widget.

Before going live, run a few end-to-end tests to confirm lead data lands in your law firm CRM exactly as intended.

• Use the Playground to simulate visitor questions, then submit a lead-capture form.
• Check the Activity Log inside the custom action to verify the webhook payload and HTTP status.
• Confirm the new lead appears in your CRM with correct case type, contact info, and any custom field mappings.
• If you’re using a middleware, test the webhook chain and verify the final delivery.

Once verified, your firm can deflect routine intake questions to the AI agent and still capture every lead directly in your CRM.

What CRMs does Chatref support?
Chatref doesn’t force you into a specific CRM. The custom-actions engine can POST lead data to any webhook endpoint, meaning it works with virtually any customer relationship management platform that has an API or inbound webhook. There are no pre-built integrations – you define the field mapping and destination yourself, giving you full control.

How can I capture leads from Chatref to my CRM?
Enable lead capture in your agent and configure a custom action that sends the form submission’s JSON to your CRM’s webhook URL. The action can fire on form submit, or on a specific user intent. You map each captured field to your CRM’s expected payload, then test with the built-in preview. The lead data is transmitted in real time, no manual export needed.

Can Chatref integrate with Clio Manage?
Absolutely. Set up a custom action that POSTs lead-capture fields – client name, email, phone, matter description, and custom fields like practice area – to Clio Manage via their REST API or through an automation layer like Zapier. Because Chatref’s custom actions let you define the exact JSON payload, you can match Clio’s required lead intake format precisely.