LeadConnector + Smith.ai
Initiate outreach campaign calls from Smith.ai for new pipeline stage changes in LeadConnector
Looking to automate outbound calling to leads? This Zapier template can help. Set it up to automatically initiate an outreach campaign call from Smith.ai to a contact based on their new pipeline stage in LeadConnector.
Looking to automate outbound calling to leads? This Zapier template can help. Set it up to automatically initiate an outreach campaign call from Smith.ai to a contact based on their new pipeline stage in LeadConnector.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Call Someone (Outreach Campaign Only)
Adds a recipient to an Outreach Campaign. Once triggered, this action will add a recipient with name, number, and email address to the outreach campaign call queue, and we'll give them a call!
⚠️ This is for Outreach Campaign Accounts only. This will not work for a regular Virtual Receptionist account. Use the Call Someone (Virtual Receptionist) Zap for that.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Call
Triggers when a new call is created.
Try It
