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CASEpeer + Smith.ai Chat

Create leads in CASEpeer from new Smith.ai Chat conversations

Effortlessly capture new leads from your Smith.ai Chat conversations and instantly create them in CASEpeer with this seamless workflow. Whenever a new chat starts within the Smith.ai Chat app, the contact details and chat transcript will be sent to CASEpeer, creating a new lead. Save valuable time and ensure your team always has the most recent information at their fingertips for efficient lead management.

Effortlessly capture new leads from your Smith.ai Chat conversations and instantly create them in CASEpeer with this seamless workflow. Whenever a new chat starts within the Smith.ai Chat app, the contact details and chat transcript will be sent to CASEpeer, creating a new lead. Save valuable time and ensure your team always has the most recent information at their fingertips for efficient lead management.

  1. When this happens...
    Smith.ai ChatSmith.ai Chat
    New Chat

    Triggers when a new chat is created.

    TriggerScheduled
  2. automatically do this!
    CASEpeerCASEpeer
    Create Lead

    Creating a lead action

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Smith.ai Chat triggers, actions, and search

    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
  • CASEpeer triggers, actions, and search

    Received Client Text Message

    Triggers when a client sends a text message.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Phone

    • Phone ext.

    • Call Time

    • Source

    • Date of Incident

    • Accident Type

    • Description of Injuries

    • Description of Accident

    • Source Number

    • Patched To

    • Patched From

    • Write in Date of Incident

    • Caller

    • General Description

    Action
    Write
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About CASEpeer

Case and practice management software for personal injury attorneys
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Smith.ai Chat

Smith.ai Chat is a live chat + AI chatbot service. Capture more quality leads for your businesses via web chat, text message, and Facebook.

Related categories