CASEpeer + Smith.ai
Create new CASEpeer leads from Smith.ai calls
Effortlessly manage your leads by connecting Smith.ai and CASEpeer. With this workflow, whenever a new call occurs in Smith.ai, a lead will be created in CASEpeer. Stay organized and ensure prompt follow-ups with potential clients, all while saving time on manual data entry.
Effortlessly manage your leads by connecting Smith.ai and CASEpeer. With this workflow, whenever a new call occurs in Smith.ai, a lead will be created in CASEpeer. Stay organized and ensure prompt follow-ups with potential clients, all while saving time on manual data entry.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Lead
Creating a lead action
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- 14 day trial for premium features & apps
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
Received Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
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
Case Status Change
Triggers when a case changes status.
Try ItNew Case
Triggers when a new case is created.
Try ItCase TypeRequired
Phone TypeRequired
Date Of InjuryRequired
Phone NumberRequired
First NameRequired
Last NameRequired
Middle Name
Email
Nick Name
Source Type
Source Detail
Date of Birth
Language
Incident Description
Description of Injuries
Case StatusRequired
