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Intaker + Smith.ai

Create new leads in Intaker from new calls in Smith.ai

When a new call is logged in the Smith.ai app, streamline your workflow by instantly creating a lead in the Intaker app. This automation ensures you never miss capturing important call data, making your lead generation process more efficient. Using this workflow, you can save time and improve consistency in your lead management activities.

When a new call is logged in the Smith.ai app, streamline your workflow by instantly creating a lead in the Intaker app. This automation ensures you never miss capturing important call data, making your lead generation process more efficient. Using this workflow, you can save time and improve consistency in your lead management activities.

  1. When this happens...
    Smith.aiSmith.ai
    New Call

    Triggers when a new call is created.

    TriggerScheduled
  2. automatically do this!
    IntakerIntaker
    Create Lead

    create a new lead in your Intaker Account

    ActionWrite
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Supported triggers and actions

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

    New Call

    Triggers when a new call is created.

    Trigger
    Scheduled
    Try It

    • Campaign IDRequired

    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • Email Address

    • Additional Data Field 1

    • Additional Data Field 2

    • Additional Data Field 3

    Action
    Write

    • Organization NameRequired

    • Bot Name

    • Prompt Name

    Trigger
    Scheduled
    Try It

    • orgIdRequired

    • Lead Status Changed ToRequired

    • Lead Status Changed From

    • Filter

    Trigger
    Instant
    Try It

    • 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

    Action
    Write

    • orgIdRequired

    Trigger
    Scheduled
    Try It

    • Organization NameRequired

    • Bot Name

    Trigger
    Scheduled
    Try It

    • Organization NameRequired

    Trigger
    Instant
    Try It
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intaker logo

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms
Learn more

Related categories

  • Dashboards
smithai-zapier-app-da100556 logo
smithai-zapier-app-da100556 logo

About Smith.ai

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.
Learn more

Related categories