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LeadConnector + Smith.ai

LeadConnector + Smith.ai

LeadConnector + Smith.ai integrations

Create and manage new LeadConnector opportunities from new Smith.ai calls

When you receive a new call on your Smith.ai service, you want to ensure that opportunity gets recorded in LeadConnector. This seamless automation instantly updates or creates a new sales opportunity in your LeadConnector app whenever a new call happens in Smith.ai. Improve your customer relationship management by not missing any potential leads from your calls.

  1. When this happens...
    New Call
    New Call
    New CallTriggers when a new call is created.
  2. automatically do this!
    Add/Update Opportunity
    Add/Update Opportunity
    Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with Smith.ai and LeadConnector

Discover other triggers and actions you can use with Smith.ai and LeadConnector

  • Smith.ai triggers, actions, and search
    New Call

    Triggers when a new call is created.

    Trigger
    Polling
    Try It
    • Campaign ID
      Required
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email Address
    • Additional Data Field 1
    • Additional Data Field 2
    • Additional Data Field 3
    Action
    Write
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • First Name
    • Last Name
    • Number
      Required
    • 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
    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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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.
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