LeadConnector + Smith.ai
Create and update LeadConnector contacts from new Smith.ai calls
Keep your contacts up-to-date with this efficient workflow between Smith.ai and LeadConnector. Whenever a new call comes in through Smith.ai, the automation will update or create a contact in LeadConnector, ensuring your leads are managed effectively and seamlessly. Save time and improve your lead tracking process with this streamlined process.
Keep your contacts up-to-date with this efficient workflow between Smith.ai and LeadConnector. Whenever a new call comes in through Smith.ai, the automation will update or create a contact in LeadConnector, ensuring your leads are managed effectively and seamlessly. Save time and improve your lead tracking process with this streamlined process.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
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
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
