Smith.ai + Workiz
Create leads in Workiz from new calls in Smith.ai
Manage your leads more efficiently with this Smith.ai and Workiz integration. When a new call is recorded in your Smith.ai app, this workflow automatically creates a corresponding lead in Workiz. This ensures an instant update of customer information, thus enhancing your response time and making your follow-up process more effective. A seamless way to ensure no opportunity slips through the cracks.
Manage your leads more efficiently with this Smith.ai and Workiz integration. When a new call is recorded in your Smith.ai app, this workflow automatically creates a corresponding lead in Workiz. This ensures an instant update of customer information, thus enhancing your response time and making your follow-up process more effective. A seamless way to ensure no opportunity slips through the cracks.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
- Free forever for core features
- 14 day trial for premium features & apps
New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try It
First Name
Last Name
NumberRequired
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
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try It