Seamless AI + SmartOffice
Create new businesses in SmartOffice from new contacts in Seamless AI
Easily manage your professional connections with this seamless workflow. When you add a new contact in Seamless AI, it immediately updates your business profile in SmartOffice. This automatic process not only saves time but also ensures your business information remains up-to-date across platforms. Enjoy a worry-free business networking experience with this efficient data management solution.
Easily manage your professional connections with this seamless workflow. When you add a new contact in Seamless AI, it immediately updates your business profile in SmartOffice. This automatic process not only saves time but also ensures your business information remains up-to-date across platforms. Enjoy a worry-free business networking experience with this efficient data management solution.
- When this happens...New Contact
Triggers when a new "My Contact" is researched in Seamless.AI.
- automatically do this!Add Business
Adds a Business Contact (e.g., a Company) to SmartOffice
- Free forever for core features
- 14 day trial for premium features & apps
Lists
Company Industry
Company Size
Try ItNew Contact
Triggers when a contact is created in SmartOffice.
Try ItSubjectRequired
Description
Location
Keywords
Start TimeRequired
End TimeRequired
Primary Contact E-mail
Participant E-mail
Type
Sub-Type
Task
All day
Priority
Status
Custom Fields
Last NameRequired
First Name
Middle Name
Title
Greeting
Source
Sub-Source
Birth Date
Preferred Communication
Gender
Marital Status
# of Children
E-Mail Type
E-Mail
Nationality
Agent Status
Primary Language
Tobacco Use
Driver License #
Driver License State
Driver License Expiration Date
Salary
SS # (Social Security Number)
Tax
Total Income
Net Worth
Job Title
Occupation
Address Type
Line 1
Line 2
City
State
ZIP/Postal Code
Country
Phone Type
Full Phone Number
Contact Type
Last Name (Key Relation)
First Name (Key Relation)
Middle Name (Key Relation)
Gender (Key Relation)
Marital Status (Key Relation)
E-mail Type (Key Relation)
E-mail (Key Relation)
Line 1 (Key Relation)
Line 2 (Key Relation)
City (Key Relation)
State (Key Relation)
Country (Key Relation)
ZIP/Postal Code (Key Relation)
Phone Type (Key Relation)
Full Phone Number (Key Relation)
Relationship
Set Name
Type
Sub-Type
Custom Fields
Lists
Email
Try ItUpdate Contact
Triggers when a contact is updated in SmartOffice.
Try ItBusiness NameRequired
Abbreviation
Source
Sub-Source
E-mail Type
E-mail
Address Type
Line 1
Line 2
City
State
ZIP/Postal Code
Country
Phone Type
Full Phone Number
Last Name (Primary Contact)
First Name (Primary Contact)
Middle Name (Primary Contact)
E-mail Type (Primary Contact)
E-mail (Primary Contact)
Line 1 (Primary Contact)
Line 2 (Primary Contact)
City (Primary Contact)
State (Primary Contact)
Country (Primary Contact)
ZIP/Postal Code (Primary Contact)
Phone Type (Primary Contact)
Phone (Primary Contact)
Role (Primary Contact)
Type
Sub-Type
DBA
# of Employees
Revenue
Established On
Tax
Fiscal Year
Segment
SIC
County
Industry
Business Class
Income
DescriptionRequired
Keyword
Category
Post URL Only
URL
MIME Type
Contact E-mail
Private
Advice
