Intaker + Smith.ai

Create new leads in Intaker from new calls in Smith.ai

When a new call is logged in the Smith.ai app, streamline your workflow by instantly creating a lead in the Intaker app. This automation ensures you never miss capturing important call data, making your lead generation process more efficient. Using this workflow, you can save time and improve consistency in your lead management activities.

When this happens...
New Call
Triggers when a new call is created.
TriggerScheduled
automatically do this!
Create Lead
create a new lead in your Intaker Account
ActionWrite

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Supported triggers and actions

What does this mean?

New Call
Triggers when a new call is created.
Trigger
Scheduled
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- Campaign IDRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
Action
Write
- Organization NameRequired
- Bot Name
- Prompt Name
Trigger
Scheduled
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- orgIdRequired
- Lead Status Changed ToRequired
- Lead Status Changed From
- Filter
Trigger
Instant
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- Organization NameRequired
Trigger
Instant
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- Organization NameRequired
Trigger
Instant
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- 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
Action
Write
- OrganizationRequired
- Agent NameRequired
Trigger
Instant
Try It
- Organization NameRequired
- Bot Name
Trigger
Scheduled
Try It
- Organization NameRequired
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It
- OrganizationRequired
- Lead NameRequired
- Lead Status
- Create Task (Notification via Desk & Email)Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
Action
Write

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

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Related categories

Dashboards

About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.

Learn more