Salesforce + Smith.ai
Create Salesforce leads from new Smith.ai calls
Effortlessly streamline your business operations with this workflow that connects Smith.ai and Salesforce. When a new call comes in through Smith.ai, a corresponding lead entry is created in Salesforce. This seamless integration boosts efficiency, ensuring that valuable call data is instantly captured and stored for future sales and marketing efforts. Managing leads has never been so simple.
Effortlessly streamline your business operations with this workflow that connects Smith.ai and Salesforce. When a new call comes in through Smith.ai, a corresponding lead entry is created in Salesforce. This seamless integration boosts efficiency, ensuring that valuable call data is instantly captured and stored for future sales and marketing efforts. Managing leads has never been so simple.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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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
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It
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
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Lead
Triggers when a new Lead is created.
Try It
