GorillaDesk + Smith.ai Chat

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.

  1. When this happens...
    Smith.ai ChatSmith.ai Chat
    New Chat

    Triggers when a new chat is created.

    TriggerPolling
  2. automatically do this!
    GorillaDeskGorillaDesk
    Add Customer

    Adds a new customer to GorillaDesk.

    ActionWrite
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Supported triggers and actions

    • Start DateTimeRequired

    • First NameRequired

    • Last Name

    • EmailRequired

    • Mobile PhoneRequired

    • AddressRequired

    • Notes

    Action
    Write
    • 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

    Action
    Write
gorilladesk logo
gorilladesk logo

About GorillaDesk

GorillaDesk is a field service management system combining scheduling, invoicing, and many more features in one application.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
smithai-chat logo
smithai-chat logo

About Smith.ai Chat

Smith.ai Chat is a live chat + AI chatbot service. Capture more quality leads for your businesses via web chat, text message, and Facebook.

Related categories

  • Customer Support