Add new Smith.ai Chat interactions as customers in GorillaDesk
Streamline your customer onboarding process with this efficient workflow. When a new chat starts in the Smith.ai Chat app, this quick setup adds that contact as a customer in your GorillaDesk account. It's a seamless way to transfer key client information, ensuring your GorillaDesk database always stays up-to-date with the latest communications from Smith.ai Chat.
Streamline your customer onboarding process with this efficient workflow. When a new chat starts in the Smith.ai Chat app, this quick setup adds that contact as a customer in your GorillaDesk account. It's a seamless way to transfer key client information, ensuring your GorillaDesk database always stays up-to-date with the latest communications from Smith.ai Chat.
- When this happens...New Chat
Triggers when a new chat is created.
- automatically do this!Add Customer
Adds a new customer to GorillaDesk.
- Free forever for core features
- 14 day trial for premium features & apps
New Chat
Triggers when a new chat is created.
Try ItAccount Number
First NameRequired
Last Name
Primary Email
Company Name
Source
Primary Phone
Phones
Top Note
Contact First Name
Contact Last Name
Contact Email
Contact First Phone
Contact Second Phone
Contacts
Address Name
Street 1
Street 2
City
State
Zip
Latitude
Longitude
Bill To
Address To
Billing Street 1
Billing Street 2
Billing City
Billing State
Billing Zip
Billing Email
Billing Email Cc
Location Notes
Sms To
Email To
Locations
Start DateTimeRequired
First NameRequired
Last Name
EmailRequired
Mobile PhoneRequired
AddressRequired
Notes
Account IDRequired
Account No
First NameRequired
Last Name
Primary Email
Company Name
Source
Top Note
Notes
Phones
Contact First Name
Contact Last Name
Contact Email
Contact First Phone
Contact Second Phone
Contacts
Address Name
Street 1
Street 2
City
State
Zip
Latitude
Longitude
Bill To
Address To
Billing street 1
Billing Street 2
Billing City
Billing State
Billing Zip
Billing Email
Billing Email cc
Location Notes
Location Sms To
Location Email To
Locations
Status Label
Created By
Date Created