Generate new leads in MyCase from new calls in Smith.ai
Streamline your client intake process by connecting Smith.ai and MyCase. Whenever there's a new call in Smith.ai, this workflow triggers a new lead creation in MyCase. This automation helps your team keep track of new leads as they come in, enabling an efficient and smooth lead engagement process. Enjoy a fast response time and an organized lead management.
Streamline your client intake process by connecting Smith.ai and MyCase. Whenever there's a new call in Smith.ai, this workflow triggers a new lead creation in MyCase. This automation helps your team keep track of new leads as they come in, enabling an efficient and smooth lead engagement process. Enjoy a fast response time and an organized lead management.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Lead
Creates a new lead.
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