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Levitate + Smith.ai

Levitate + Smith.ai

Levitate + Smith.ai integrations

Create or update Levitate contacts from new Smith.ai calls

Integrate Smith.ai with Levitate in this seamless workflow. When a new call is registered in Smith.ai, it kicks off a process to create or update a contact within Levitate. This process streamlines your call and contact management, ensuring you always have the latest information at your fingertips for optimal customer service. Keep your contacts updated without manual hassle and give your team more time to focus on meaningful interactions.

  1. When this happens...
    New Call
    New Call
    New CallTriggers when a new call is created.
    TriggerPolling
  2. automatically do this!
    Create or Update Levitate Contact
    Create or Update Levitate Contact
    Create or Update Levitate ContactCreates or updates a Contact in Levitate
    ActionWrite
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More things you can do with Smith.ai and Levitate

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

  • 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
    • Donor Name
      Required
    • Donor Email
      Required
    • Donation Amount
      Required
    • Donation Date
    • Donation Type
    • Campaign
    • Donation Stage
    • External ID
    • Donor ID
    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
    • Contact ID in Source System
      Required
    • Last Name
    • First Name
    • Full Name
    • Email Addresses
    • Phone Numbers
    • Address Line 1
    • Address Line 2
    • Address City
    • Address State / Province
    • Address Postal Code
    • Address Country
    • Birthday
    • Tags
    • Note
    Action
    Write
    • Policy Number
      Required
    • Carrier Name
      Required
    • Premium
      Required
    • Renewal Date
      Required
    • Effective Date
      Required
    • Policy Holder ID
      Required
    • Cancellation Date
      Required
    • Line of Business
      Required
    • Policy ID in the Source System
      Required
    • Origination Date
    • Policy Holder First Name
    • Policy Holder Last Name
    • Policy Holder Email
    Action
    Write
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About Levitate
Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
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Related categories
CRM (Customer Relationship Management)
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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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Related categories
Phone & SMS