LeadConnector + Smith.ai
Add new Smith.ai calls to LeadConnector campaigns as leads
Automate your workflow effortlessly with this streamlined approach. Whenever there's a new call in the Smith.ai platform, this workflow will promptly add a lead to a campaign in the LeadConnector platform. This facilitates a swift communications process, bridging the gap between inbound calls and engaging potential clients without delay. No more manual transferring of information, this solution ensures you never miss an opportunity.
Automate your workflow effortlessly with this streamlined approach. Whenever there's a new call in the Smith.ai platform, this workflow will promptly add a lead to a campaign in the LeadConnector platform. This facilitates a swift communications process, bridging the gap between inbound calls and engaging potential clients without delay. No more manual transferring of information, this solution ensures you never miss an opportunity.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Add Lead to Workflow
Adds a lead to an existing workflow.
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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
