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Shape + Smith.ai

Shape + Smith.ai

Shape + Smith.ai integrations

Create new records in Shape for every new call in Smith.ai

Save time and improve efficiency with this Smith.ai and Shape app integration. When a new call takes place in Smith.ai, a record gets instantly created in the Shape app. This way, you can seamlessly keep track of all your calls without any manual data entry, helping you stay organized and informed for optimal client management.

  1. When this happens...
    New Call
    New Call
    New CallTriggers when a new call is created.
    TriggerPolling
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
    ActionWrite
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More things you can do with Smith.ai and Shape

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

  • 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
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write
    • Record ID
      Required
    Action
    Search
    • 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
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Record ID
      Required
    • Status Name
      Required
    Action
    Write
shape logo
shape logo
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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Related categories
CRM (Customer Relationship Management)
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smithai-zapier-app-da100556 logo
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