How to connect Smith.ai Chat + WhatConverts
Zapier lets you send info between Smith.ai Chat and WhatConverts automatically—no code required.
When this happens...
automatically do this!
- New ChatTriggers when a new chat is created.Trigger
- New LeadTriggers when a new lead is received.Trigger
- Updated LeadTriggers when a lead is updated.Trigger
- Create ExportCreate a new leads export.Action
- Create LeadCreate a new lead.Action
- Update LeadUpdate a lead.Action
- Find LeadFind an existing lead.Action
- Find or Create LeadFind or Create LeadAction
Find or Create Lead
- Step 1: Authenticate Smith.ai Chat and WhatConverts.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.