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.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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- 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
Donor NameRequired
Donor EmailRequired
Donation AmountRequired
Donation Date
Donation Type
Campaign
Donation Stage
External ID
Donor ID
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
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
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