MyCase Leads is a separate product from MyCase, and Hona connects to it as its own integration. Connect it from Company Settings, then Integrations, using a MyCase Leads account that can approve access.
What Hona brings in from MyCase Leads. Each lead's first and last name, email, cell phone and date of birth. Each lead status becomes a phase you can map in Hona, so your lead phases follow your MyCase Leads statuses. MyCase Leads does not have lead types, so Hona shows one value, Default, that you map to the Hona lead type you want these leads to use.
Which leads come into Hona. Hona creates a lead from MyCase Leads only when the lead has a custom field named Hona Enabled set to Yes. If the field is blank, or your MyCase Leads account does not have it, the lead is skipped. Ask your onboarding manager to help you set this field up. Leads captured by Hona's chatbot or AI Receptionist are always created in Hona.
What Hona sends to MyCase Leads. Hona can create new leads in MyCase Leads through a Lead Automation that uses the MyCase: Create Lead action. It sends first name, last name, email, phone and any contact custom fields you choose. First name, last name and a valid email are required.
What Hona does not do with MyCase Leads. Hona does not log messages, notifications, notes or files to MyCase Leads, and it does not create cases or clients in MyCase from a lead. Changes in MyCase Leads reach Hona on the next sync, not in real time.
If you also use MyCase, connect both integrations. Your MyCase cases and your MyCase Leads leads then stay separate in Hona automatically.