Details about the reason for the meeting and any other information.

Any keywords that will help SmartOffice users search for activities of this type.

In SmartOffice, Start Time includes the start date of the activity and, if the activity is timed, the start time.

In SmartOffice, End Time includes the end date of the activity and, if the activity is timed, the end time.

The e-mail address of the SmartOffice contact (typically the client, prospect, vendor or other entity) that the activity will be linked to.

The e-mail address of the SmartOffice user who will be participating in the meeting.

If the activity will not have a time associated with it, select True.

Enter any SmartOffice custom field key/value pairs. For example, alphanum1/Red, date1/01-10-2000, yesno1/1, num1/12345, int1/67890

Example: The abbreviation for Quick Corporation might be QuickCorp or just QC.

The method by which the business contact was obtained, e.g., a referral or marketing campaign.

A more specific indication of how the business contact was obtained. For example, if the source was a marketing campaign, the sub-source might be a website form.

In addition to e-mail addresses, SmartOffice can track other types of addresses for a business: instant messenger IDs, website addresses, and special e-mail addresses for sending commission statements to advisors. Select the appropriate type.

This field is linked to the E-mail Type field. For example, if you selected Web Site as the E-mail type, you should map this field so that it is populated with the business's web address.

The type of postal address being pushed to SmartOffice. "Preferred" is the default address used in automated correspondence workflows.

The first line of the business's postal address.

The second line (if any) of the business's postal address.

The last name of the primary contact at the business.

The first line of the primary contact's postal address.

The second line (if any) of the primary contact's postal address.

The primary contact's role at the business.

In SmartOffice, Type typically indicates the relationship to your business. Examples: Client, Prospect, Vendor, etc.

Elaborates further on the Type field, allowing for a more specific designation for the business.

The business's "doing business as" or fictitious name.

The date on which the business's fiscal year ends.

The market segment that the business operates in.

The four-digit Standard Industrial Classification code for the business.

The business's legal entity type, e.g., private corporation, public corporation, limited liability corporation, etc.

The title used before last names, e.g., Mr. or Mrs.

The name the contact prefers when being addressed, such as a nickname.

The method by which the contact was obtained, e.g., a referral or marketing campaign.

A more specific indication of how the contact was obtained. For example, if the source was a marketing campaign, the sub-source might be a website form.

The method the customer prefers for receiving communications, e.g., e-mail, postal mail, etc.

In addition to e-mail addresses, SmartOffice can track other types of addresses: instant messenger IDs, website addresses, and special e-mail addresses for sending commission statements to advisors. If you will be pushing one of these other address types from the other application, select it here.

This field is linked to the E-mail Type field. For example, if you selected Web Site as the E-mail type, you should map this field so that it is populated with a web address from the other app.

Agent/Advisor status, e.g., Active, Prospect, Recruit.

The contact's level of tobacco usage (for use in evaluating risk for insurance underwriting purposes).

The second line (if any) of the postal address.

Indicates whether the contact is a regular contact or an advisor/agent.

The last name of a person, such as a spouse, that you want to link to the new contact.

How the key relation is related to the new contact.

In SmartOffice, Type typically indicates the contact's relationship to your business. Examples: Client, Prospect, Vendor, etc.

Elaborates further on the Type field, allowing for a more specific designation for the contact.

A keyword that will help SmartOffice users search for documents of this type.

The classification tab in the Document List in SmartOffice under which the document will appear.

Indicates whether the document will be stored in SmartOffice or whether only a URL pointing to the document will be stored in SmartOffice.

Related to the Post URL Only field. If only a URL pointing to the document will be stored in SmartOffice, enter the URL here.

The intetnet-standard two-part identifier indicating the document's file type (e.g., application/pdf).

The e-mail address of the SmartOffice contact that the document will be linked to.

Indicate whether the document was used in providing financial advice to a client (this field is used only by certain organizations for compliance tracking).

The name that the lead prefers when being addressed, such as a nickname

The title used before the lead's first name, e.g. Mr. or Mrs.

The method by which the lead was obtained, e.g., a referral or marketing campaign.

A more specific indication of how the lead was obtained. For example, if the source was a marketing campaign, the sub-source might be a website form.

The lead's level of tobacco usage (for use in evaluating risk for insurance underwriting purposes).

The lead's Social Security number or other tax identification number.

The estimated amount of sales that would be generated from the lead.

An indication of the lead's value, which can be used to determine whether it should be a priority.

The number of days before the lead should be followed up.

Any action that needs to be taken regarding the lead. This can be a comment entered for the benefit of other SmartOffice users, such as a note that the lead is hot and should be followed up immediately.

Assign a priority to the lead (e.g., A, B, C, D or E) to indicate its importance.

The date stamp that will appear on the SmartPad entry.

Any keywords that will help SmartOffice users search for notes of this type.

The e-mail address of the SmartOffice contact that the note will be linked to.

SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.

SmartOffice

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

PRODUCTS

CAPABILITIES

By use case

By app

By team

By company size

How Zapier Zaps

How Zapier Uses AI

By team

Learn more

Get help

Zapier quick-start guide

Developer resources

SmartOffice Integrations

SmartOffice Help & Support

About SmartOffice

Related categories

Similar apps

Zapier Interfaces