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Fieldnotes + Smokeball

Create new leads in Smokeball from new contacts in Fieldnotes

Easily manage your new contacts from Fieldnotes by seamlessly transforming them into leads in Smokeball. This workflow gets activated when a new contact is added in Fieldnotes, initiating the creation of a lead in the Smokeball system. Ideal for those seeking enhanced productivity, it ensures that every new professional contact in Fieldnotes is promptly and effectively followed up in Smokeball. Save time, improve efficiency, and never miss an opportunity with this simple yet powerful automation.

Easily manage your new contacts from Fieldnotes by seamlessly transforming them into leads in Smokeball. This workflow gets activated when a new contact is added in Fieldnotes, initiating the creation of a lead in the Smokeball system. Ideal for those seeking enhanced productivity, it ensures that every new professional contact in Fieldnotes is promptly and effectively followed up in Smokeball. Save time, improve efficiency, and never miss an opportunity with this simple yet powerful automation.

  1. When this happens...
    FieldnotesFieldnotes
    New Contact

    Triggers when you add a contact.

    TriggerPolling
  2. automatically do this!
    SmokeballSmokeball
    Create Lead

    Creates a new lead.

    ActionWrite
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Start free with email
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Supported triggers and actions

    • Time Duration (minutes)

    Trigger
    Polling
    Try It
  • Fieldnotes triggers, actions, and search

    New Conversation

    Triggers when the conversation is added.

    Trigger
    Instant
    Try It

    • Time Duration (minutes)

    Trigger
    Polling
    Try It

    • First NameRequired

    • Last Name

    • Spouse Name

    • Email

    • Profession

    • Birthday

    • Phone

    • Family Profile

    • Relationship Status

    • Referral Source

    • Current Address Or Neighborhood

    • Target Area Or Neighborhood

    • Buyer Or Seller

    • Goal

    • Target Price

    • Client Profile

    • Notes

    • Local

    • Preferred Communication Style

    • Alt Phone

    • Spouse Email

    • Spouse Phone

    • Alt Email

    • Group

    • Sphere Multi Select

    • Kids

    • Property Address

    • Property City

    • Property State

    • Property Zip

    • Label

    • Sphere

    • Special Wants And Needs

    • Bedroom

    • Bathroom

    • Referral

    • Lender

    • Spouse Birthday

    • Wedding Anniversary

    • Company

    • Other Date

    • Kid Name 1

    • Kid Birthday 1

    • Kid Phone 1

    • Kid Name 2

    • Kid Birthday 2

    • Kid Phone 2

    • Kid Name 3

    • Kid Birthday 3

    • Kid Phone 3

    • Kid Name 4

    • Kid Birthday 4

    • Kid Phone 4

    • Kid Name 5

    • Kid Birthday 5

    • Kid Phone 5

    • Contact Owner Email

    Action
    Write
fieldnotes logo
fieldnotes logo

About Fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

Related categories

  • CRM (Customer Relationship Management)

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smokeball-1 logo

About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys
Learn more

Related categories

  • Productivity