CRM Integration
Qualified Leads, Straight Into Your CRM.
Trovvi pushes every qualified lead — with full call notes, scores, and tags — directly into HubSpot, Lawmatics, Clio, or your CRM of choice. No exports, no double entry, no lost data.
Trusted by Many family law firms
ZERO
0
re-entry
leads sync automatically, no manual typing
REAL
0
% sync
of qualified leads pushed with full context
LIVE
0
-way
status updates flow back from your CRM
SETUP IN
0
hrs
white-glove integration with your stack
Connect Trovvi to the tools you already run.
Native connectors
Ready-made integrations for HubSpot, Lawmatics, Clio, and more.
Two-way sync
Lead status updates flow back from your CRM to keep both sides current.
Field mapping
Map Trovvi fields to your CRM schema so data lands exactly where it should.
Full context
Call recordings, transcripts, scores, and tags travel with every lead.
Auto-tagging
Case type and source tags carry over so your reporting stays clean.
Pipeline routing
New leads drop into the right CRM stage and owner automatically.
Secure transfer
Encrypted in transit and at rest with strict access controls.
Real-time updates
Leads appear in your CRM the moment a call or form completes.
How CRM Integration Works
Connect once, and every qualified lead lands in your CRM with nothing left behind.
Step 01
Connect Your CRM
Authorize HubSpot, Lawmatics, Clio, or your CRM with a guided, white-glove setup.
Step 02
Map Your Fields
We map Trovvi's intake data to your CRM schema so everything lands in the right place.
Step 03
Leads Sync Automatically
Qualified leads push in real time with call notes, scores, and tags — no manual entry.
Step 04
Status Flows Back
As your team moves leads through the pipeline, those updates sync back to Trovvi.
Connect once — every qualified lead lands in your CRM with full context