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Dubsado + Smith.ai Chat

Create Dubsado projects from new chats in Smith.ai Chats

Smith.ai live chat agents and automated chatbots capture and screen new contacts via your website, Facebook, and text message. To avoid manually logging each lead in your Dubsado account, use this Zapier integration to create a Dubsado project after each chat. Contact information and chat transcripts for your new chat leads will be available in your Dubsado account for automated follow-up and nurturing, resulting in more converted clients for your business.

Smith.ai live chat agents and automated chatbots capture and screen new contacts via your website, Facebook, and text message. To avoid manually logging each lead in your Dubsado account, use this Zapier integration to create a Dubsado project after each chat. Contact information and chat transcripts for your new chat leads will be available in your Dubsado account for automated follow-up and nurturing, resulting in more converted clients for your business.

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

    Triggers when a new chat is created.

    TriggerScheduled
  2. automatically do this!
    DubsadoDubsado
    Create Project

    Creates a new project.

    ActionWrite

Supported triggers and actions

What does this mean?
dubsado logo
dubsado logo
dubsado logo

About Dubsado

​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
Learn More

Related categories

  • CRM (Customer Relationship Management)
smithai-chat logo
smithai-chat logo
smithai-chat logo

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

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