Lead Docket Integration for Intaker

Lead Docket is a cloud-based CRM that works seamlessly with Intaker. Any contact information you get through Intaker’s chat will automatically get sent along with the chat transcript to your Lead Docket dashboard.

Transcript

How to Integrate with Lead Docket:

1. Ask the Lead Docket support team for your EndPoint URL.

2. Paste the URL and click connect within Intaker’s integration dashboard.

Visit the integrations page for more information.