Create EZLynx notes for new Smith.ai calls
Smith.ai receptionists collect contact information for every caller to your business. With this integration, any call handled by Smith.ai’s receptionists is visible directly within EZLynx, automatically. This means that businesses will never miss a call, and their staff will be able to understand the work already completed quickly. They can immediately identify and assign tasks for next steps, all within a single program: EZLynx.
Smith.ai receptionists collect contact information for every caller to your business. With this integration, any call handled by Smith.ai’s receptionists is visible directly within EZLynx, automatically. This means that businesses will never miss a call, and their staff will be able to understand the work already completed quickly. They can immediately identify and assign tasks for next steps, all within a single program: EZLynx.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this...Search Personal Applicants
Searches personal applicants in EZLynx.
- then do this!Create Note
Creates a new Note.
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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
Modified Applicant
Triggers when an applicant is modified.
Try ItModified Commercial Applicant
Triggers when a commercial applicant is modified.
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 Applicant
Triggers when a new applicant is added.
Try ItNew Commercial Applicant
Triggers when a new commercial applicant is added.
Try ItNew Commercial Prospect
Triggers when a new commercial prospect is added.
Try It