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Levitate + Smith.ai

Create or update Levitate contacts from new Smith.ai calls

Integrate Smith.ai with Levitate in this seamless workflow. When a new call is registered in Smith.ai, it kicks off a process to create or update a contact within Levitate. This process streamlines your call and contact management, ensuring you always have the latest information at your fingertips for optimal customer service. Keep your contacts updated without manual hassle and give your team more time to focus on meaningful interactions.

Integrate Smith.ai with Levitate in this seamless workflow. When a new call is registered in Smith.ai, it kicks off a process to create or update a contact within Levitate. This process streamlines your call and contact management, ensuring you always have the latest information at your fingertips for optimal customer service. Keep your contacts updated without manual hassle and give your team more time to focus on meaningful interactions.

  1. When this happens...
    Smith.aiSmith.ai
    New Call

    Triggers when a new call is created.

    TriggerScheduled
  2. automatically do this!
    LevitateLevitate
    Create or Update Levitate Contact

    Creates or updates a Contact in Levitate

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Smith.ai triggers, actions, and search

    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

    • Donor NameRequired

    • Donor EmailRequired

    • Donation AmountRequired

    • Donation Date

    • Donation Type

    • Campaign

    • Donation Stage

    • External ID

    • Donor ID

    Action
    Write

    • 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

    • Contact ID in Source SystemRequired

    • Last Name

    • First Name

    • Full Name

    • Email Addresses

    • Phone Numbers

    • Address Line 1

    • Address Line 2

    • Address City

    • Address State / Province

    • Address Postal Code

    • Address Country

    • Tags

    Action
    Write

    • Policy NumberRequired

    • Carrier NameRequired

    • PremiumRequired

    • Renewal DateRequired

    • Effective DateRequired

    • Policy Holder IDRequired

    • Cancellation DateRequired

    • Line of BusinessRequired

    • Policy ID in the Source SystemRequired

    • Origination Date

    • Policy Holder First Name

    • Policy Holder Last Name

    • Policy Holder Email

    Action
    Write
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About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
smithai-zapier-app-da100556 logo
smithai-zapier-app-da100556 logo

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 moreHelp

Related categories

  • Phone & SMS