LeadConnector + Smith.ai
LeadConnector + Smith.ai
LeadConnector + Smith.ai integrations
Call someone on Smith.ai when pipeline stages change in LeadConnector
When a lead's stage changes in LeadConnector, this workflow instantly prompts a call from Smith.ai's Virtual Receptionist. Streamline your processes by setting up this automation, saving you time on manual coordination and ensuring prompt, professional communication. This seamless, one-time setup solves the challenge of reacting swiftly to stage changes with the immediacy that leads require.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Call Someone (Virtual Receptionist)Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!
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More things you can do with LeadConnector and Smith.ai
Discover other triggers and actions you can use with LeadConnector and Smith.ai
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Call
Triggers when a new call is created.
Try ItTriggerPolling
- 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
- Date of Birth
ActionWrite- Workflow IDRequired
- 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)
ActionWrite- 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
ActionWrite- 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
ActionWrite
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.
Related categories
Related Zap Templates
- Initiate outreach campaign calls from Smith.ai for new pipeline stage changes in LeadConnector
- Initiate outreach campaign calls from Smith.ai for new pipeline stage changes in LeadConnector
- Create and update LeadConnector contacts from new Smith.ai calls
- Create and manage new LeadConnector opportunities from new Smith.ai calls
- Add new Smith.ai calls to LeadConnector campaigns as leads