Act! + Smith.ai
Find or create contacts and add opportunities in Act! for new Smith.ai calls
Smith.ai receptionists capture and screen new leads for your business, but you need these leads in your Act! account to start managing the opportunity. This integration searches for contacts in your Act! account and creates one if a contact isn't found. Then, the integration logs information as an opportunity under the contact in Act! Never copy and paste new Smith.ai call summaries into your CRM again.
Smith.ai receptionists capture and screen new leads for your business, but you need these leads in your Act! account to start managing the opportunity. This integration searches for contacts in your Act! account and creates one if a contact isn't found. Then, the integration logs information as an opportunity under the contact in Act! Never copy and paste new Smith.ai call summaries into your CRM again.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Add Opportunity
Creates a new opportunity.
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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
Contact Updated
Triggers when a Contact is updated.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
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 Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
Note TextRequired
Private
