Integration Guide

Connect Zapier to Your Probate Calculator

Send calculator leads to Zapier with a secure Catch Hook, then route them to your CRM, spreadsheet, inbox, or team chat tool.

Fastest path

Test with Google Sheets first

A spreadsheet is the easiest destination to verify. Once a test row appears with the lead fields, use the same Catch Hook trigger for HubSpot, Salesforce, Clio, Slack, Gmail, or another Zapier action.

Setup in 4 Steps

1

Create the Catch Hook

In Zapier, create a new Zap. Choose "Webhooks by Zapier" as the trigger app and "Catch Hook" as the event.

What to copy

The webhook URL from Zapier

What to verify

The trigger app says Webhooks by Zapier

2

Paste it in MFL

Open your Made For Law portal, go to Settings > Integrations > Lead Routing, choose Zapier, and paste the Catch Hook URL.

What to copy

Nothing else from Zapier yet

What to verify

MFL accepts the hooks.zapier.com URL

3

Send the test lead

Click Send test lead in MFL, then return to Zapier and confirm the sample `lead.created` payload was caught.

What to copy

No manual payload editing

What to verify

Zapier shows lead fields like email, state, calculator, and source URL

4

Map Fields & Activate

Confirm Zapier caught the sample lead, then map fields to your CRM, spreadsheet, inbox, or team chat tool. Turn on the Zap after the destination action tests successfully.

What to copy

Field mappings into the destination app

What to verify

The destination test creates the row, contact, message, or email

Popular Destinations

Route Leads to Your Favorite Tools

Google Sheets

Best first test. Create one row per lead so your team can confirm every field is visible before connecting a CRM.

Route with a Zapier webhook

Clio

Create contacts or matters if your Clio Zapier actions expose the fields your firm needs.

Route with a Zapier webhook

Slack

Send a readable intake alert to the channel your team already watches.

Route with a Zapier webhook

HubSpot

Create or update contacts and add custom properties for calculator, state, estimate total, and source URL.

Route with a Zapier webhook

Fields you will map in Zapier

Use these fields in Zapier's field picker when setting up the destination action.

lead.email

Prospect email

lead.phone

Prospect phone

lead.state

Selected state

lead.calculator

Calculator used

estimate.total

Estimate total

source.page_url

Page where the lead started

Ready to Automate Your Lead Flow?

Get started with the Probate Calculator and connect it to your existing tools in minutes.

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