CampLegal + Smith.ai integrations
Create new CampLegal leads from new Smith.ai calls
With this workflow, as soon as a new call is recorded in your Smith.ai app, a new lead is immediately created in your CampLegal app. This ensures that you can quickly follow up on potential clients and business opportunities piqued as a result of each call. Now, your law firm can focus on serving clients while this workflow takes care of recording leads from every single call for you.
- When this happens...New CallTriggers when a new call is created.
- automatically do this!Create Lead This integration enables users to post new Leads to CampLegal platform.
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More things you can do with Smith.ai and CampLegal
Discover other triggers and actions you can use with Smith.ai and CampLegal
- New Call
Triggers when a new call is created.
Try ItTriggerPolling - Campaign IDRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
ActionWrite- firstNameRequired
- middleName
- lastNameRequired
- genderRequired
- email
- phone
- languageRequired
- potentialValue
- zapierContentHash
- notes
- probabilityRequired
- country
- referralSourceRequired
- crmId
- crmUrl
ActionWrite- Person UUIDRequired
ActionWrite
- First Name
- Last Name
- NumberRequired
- Email Address
- What should we do?Required
- What if they don't answer?Required
- Language
- When would you like us to call back?Required
- Summary Email
ActionWrite- Fetch Active Intake Templates
Populates with a list of intake templates
Try ItTriggerPolling - Person UUIDRequired
ActionWrite- Person UUIDRequired
- Intake Name
ActionWrite
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Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.
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