Our client is a legal firm that deals with a high volume of daily calls. They used Lead Docket to track leads and manage follow-ups, and 3CX as their phone system. But these tools weren’t connected. That meant their team had to copy information manually, upload call recordings by hand, and deal with delays or errors that slowed them down.
They wanted a way to connect both tools, fix the recording issues, and reduce the manual work.
3CX and Lead Docket weren’t working together smoothly. Every new lead had to be entered manually, and team members had to track recordings by hand.
3CX recordings weren’t compatible with Lead Docket. This meant someone had to convert and upload files one by one.
Uploads failed often because of timeout problems. Additionally, all calls, including those that were incorrect, were sent to Lead Docket, which created confusion.
“We were wasting time chasing down recordings and fixing lead details—it just wasn’t working.”
We developed scripts that acted as a bridge between 3CX and Lead Docket. These scripts ensured data flowed smoothly and was accurately processed. Using Creomate, we configured webhooks to enable reliable communication between the systems, allowing automated lead creation and updates.
We implemented a custom filtering solution to fix the mixed call queues. We made sure that only calls routed through Queue 82 were sent to Lead Docket. Our filtering approach used user-defined conditions to accurately separate and manage relevant calls, preventing errors in lead assignment.
We addressed the recording format issue by creating an automated pipeline to convert Base64 recordings into MP3 files. This system ensured that every recording met the technical requirements of the Lead Docket without requiring manual intervention. This saved significant time and reduced the chances of errors.
recordings. These links were embedded directly in the Lead Docket CRM under each lead’s notes. This allowed team members to instantly access recordings without overwhelming the system’s capacity.
After implementing the solutions, we thoroughly tested the system to confirm that all components worked seamlessly. We also provided the client with detailed documentation so their team could easily manage the new setup and make future adjustments.
This sales team no longer wastes hours juggling disconnected tools. With one connected system, quotes go out faster, contracts get signed quickly, and projects start without delays.
Book a call today. Let’s connect your tools the smart way.