Dubsado + Smith.ai + Filter by Zapier
Create Dubsado projects from Smith.ai calls
Smith.ai receptionists answer every new lead who calls your business, but you need their contact information in Dubsado for swift nurturing and follow-up. This integration automatically filters all Smith.ai calls so only new leads get through, then creates new projects in Dubsado accounts for these leads, complete with first and last name, email address, physical address, and phone number. Quickly respond to, capture contact information for, and nurture every new lead for your business to increase client conversions.
Smith.ai receptionists answer every new lead who calls your business, but you need their contact information in Dubsado for swift nurturing and follow-up. This integration automatically filters all Smith.ai calls so only new leads get through, then creates new projects in Dubsado accounts for these leads, complete with first and last name, email address, physical address, and phone number. Quickly respond to, capture contact information for, and nurture every new lead for your business to increase client conversions.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Project
Creates a new project.
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- 14 day trial for premium features & apps
New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
Contract Signed
Triggers when a client submits a signed contract.
Try ItNew Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
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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
Only continue if...Required
New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Try ItNew Payment Received
Triggers when a client makes a payment on an invoice.
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