LeadConnector + Smith.ai
Create and manage new LeadConnector opportunities from new Smith.ai calls
When you receive a new call on your Smith.ai service, you want to ensure that opportunity gets recorded in LeadConnector. This seamless automation instantly updates or creates a new sales opportunity in your LeadConnector app whenever a new call happens in Smith.ai. Improve your customer relationship management by not missing any potential leads from your calls.
When you receive a new call on your Smith.ai service, you want to ensure that opportunity gets recorded in LeadConnector. This seamless automation instantly updates or creates a new sales opportunity in your LeadConnector app whenever a new call happens in Smith.ai. Improve your customer relationship management by not missing any potential leads from your calls.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 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
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
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
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
