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Leads

Source Date added First name Last name Email Company Phone Matter Message Consent ✉️ Guide email 🐵 Mailchimp
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Visits over time

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Integrations

Connect the destinations where your website leads should flow. Automatic pushes every new guide lead the moment it’s submitted; Manual lets you send leads one by one from the Leads table — and you can send any older lead from the table anytime.

Clio Grow Not connected

Push new guide leads into your Clio Grow Lead Inbox. Each lead becomes a new inbox lead with their name, email, company, and source.

Where to find your token: In Clio Grow → Settings → Integrations → Lead Inbox, copy your Inbox Token.
Lead push

Connected — token · region .

✉️ Guide Email Not connected

Automatically email the 2026 Employer Guide to everyone who downloads it — a plain written email from your own inbox, not a designed template.

Set up — about two minutes:
1. Sign in to Google as intake@worklylaw.com
2. Turn on 2-Step Verification (required before step 3):
myaccount.google.com/signinoptions/two-step-verification
3. Create an App Password at myaccount.google.com/apppasswords — name it “Workly website”
4. Paste the 16-character password below. Spaces are fine.
If that page says App Passwords are unavailable, a Workspace admin has to allow them in Admin console → Security → Authentication.

{{greeting}} becomes “Hi Jane,” (or “Hi there,” with no name) · {{firstName}} the first name alone · {{link}} the guide link above.
For a clickable link with your own wording, write [Book a call](https://calendly.com/suniraworkly). Bare web addresses are linked automatically.

Guide email

Connected — sending from · password .

{{greeting}} · {{firstName}} · {{link}} · clickable link: [label](https://…)

🐵 Mailchimp Not connected

Add new guide leads to a Mailchimp Audience as subscribers, with their first and last name.

Where to find this: API key → Mailchimp Account → Extras → API keys. Your Audience is detected automatically — you don't need to look up its ID.
Lead push

Connected — key · audience .

⚡ Zapier Not connected

Send every new guide lead to a Zapier Catch Hook in real time — use it to email the guide from Gmail, add it to a sheet, or anything else in your Zap.

Get your hook: In Zapier, create a Zap with trigger Webhooks by Zapier → Catch Hook, then copy the Custom Webhook URL and paste it below.
Connected — hook . Every new guide lead is sent to your Zap automatically the moment the form is submitted.