Lexidesk

How to connect your Acuity account so Lexidesk can booking clients, prefill client details, and track every consult on your calendar.

How to connect Acuity to Lexidesk

How to connect your Calendly account so Lexidesk can book clients, prefill client details, and track every consult on your calendar.

How to connect Calendly to Lexidesk

How to use a custom webhook in Lexidesk to send leads and client data to any CRM, spreadsheet, Slack, or tool we don't natively support.

How to connect Lexidesk to any CRM or tool with a custom integration

How to sync leads and conversations from Lexidesk into Clio, HubSpot, Lawmatics, GoHighLevel, and other natively supported tools.

How to connect your CRM or practice management system to Lexidesk

Ivan Tryskyba

How to connect and use third party tools with Lexidesk

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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