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 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.
- automatically do this!Create Lead
create a new lead in your Intaker Account
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New Call
Triggers when a new call is created.
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First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
Organization NameRequired
Bot Name
Prompt Name
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Lead Status Changed ToRequired
Lead Status Changed From
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