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.
- When this happens...New Chat
Triggers when a new chat is created.
- automatically do this!Create Lead
Creating a lead action
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New Chat
Triggers when a new chat is created.
Try ItReceived Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
Try ItCase NoteRequired
CaseRequired
Case Status Change
Triggers when a case changes status.
Try ItNew Case
Triggers when a new case is created.
Try ItCase TypeRequired
Phone TypeRequired
Date Of InjuryRequired
Phone NumberRequired
First NameRequired
Last NameRequired
Middle Name
Email
Nick Name
Source Type
Source Detail
Date of Birth
Language
Incident Description
Description of Injuries
Case StatusRequired
TaskRequired
Priority
CaseRequired
Created ByRequired
Assigned ToRequired
Urgent
Due DateRequired
Date To Show
