Seamless.AI + SmartOffice

Add new Seamless AI contacts to SmartOffice effortlessly with this streamlined workflow

Effortlessly manage your networking with this Seamless AI to SmartOffice workflow. Whenever a new contact is added in Seamless AI, it's instantly updated in your SmartOffice. This means you'll never have to worry about manual data entry or missing important details. Perfect for professionals seeking a simple, efficient solution for contact organization across multiple platforms.

Effortlessly manage your networking with this Seamless AI to SmartOffice workflow. Whenever a new contact is added in Seamless AI, it's instantly updated in your SmartOffice. This means you'll never have to worry about manual data entry or missing important details. Perfect for professionals seeking a simple, efficient solution for contact organization across multiple platforms.

  1. When this happens...
    Seamless.AISeamless.AI
    New Contact

    Triggers when a new "My Contact" is researched in Seamless.AI.

    TriggerInstant
  2. automatically do this!
    SmartOfficeSmartOffice
    Add Contact

    Adds an Individual Contact (i.e., a Person) to SmartOffice

    ActionWrite
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Supported triggers and actions

    • Lists

    • Email

    Trigger
    Instant
    Try It
  • SmartOffice triggers, actions, and search

    Update Contact

    Triggers when a contact is updated in SmartOffice.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Abbreviation

    • Source

    • Sub-Source

    • E-mail Type

    • E-mail

    • Address Type

    • Line 1

    • Line 2

    • City

    • State

    • ZIP/Postal Code

    • Country

    • Phone Type

    • Full Phone Number

    • Last Name (Primary Contact)

    • First Name (Primary Contact)

    • Middle Name (Primary Contact)

    • E-mail Type (Primary Contact)

    • E-mail (Primary Contact)

    • Line 1 (Primary Contact)

    • Line 2 (Primary Contact)

    • City (Primary Contact)

    • State (Primary Contact)

    • Country (Primary Contact)

    • ZIP/Postal Code (Primary Contact)

    • Phone Type (Primary Contact)

    • Phone (Primary Contact)

    • Role (Primary Contact)

    • Type

    • Sub-Type

    • DBA

    • # of Employees

    • Revenue

    • Established On

    • Tax

    • Fiscal Year

    • Segment

    • SIC

    • County

    • Industry

    • Business Class

    • Income

    Action
    Write
    • DescriptionRequired

    • Keyword

    • Category

    • Post URL Only

    • URL

    • MIME Type

    • Contact E-mail

    • Private

    • Advice

    Action
    Write
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About Seamless.AI

Seamless.AI is a real-time B2B Sales search engine to find leads using the power of AI.

Related categories

  • Sales & CRM
smartoffice logo
smartoffice logo

About SmartOffice

SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.

Related categories

  • CRM (Customer Relationship Management)

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