LeadConnector + Smith.ai
Call someone on Smith.ai when pipeline stages change in LeadConnector
When a lead's stage changes in LeadConnector, this workflow instantly prompts a call from Smith.ai's Virtual Receptionist. Streamline your processes by setting up this automation, saving you time on manual coordination and ensuring prompt, professional communication. This seamless, one-time setup solves the challenge of reacting swiftly to stage changes with the immediacy that leads require.
When a lead's stage changes in LeadConnector, this workflow instantly prompts a call from Smith.ai's Virtual Receptionist. Streamline your processes by setting up this automation, saving you time on manual coordination and ensuring prompt, professional communication. This seamless, one-time setup solves the challenge of reacting swiftly to stage changes with the immediacy that leads require.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Call Someone (Virtual Receptionist)
Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!
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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
New Call
Triggers when a new call is created.
Try It
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
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
