Salesforce + Smith.ai
Create Salesforce records from new Smith.ai calls
Easily save important caller information straight to Salesforce without any manual entries every time you have a new call in Smith.ai. This workflow instantly creates a new record in Salesforce, ensuring that you always have the most recent data at your fingertips. Spend less time transferring information and more time optimizing rapport with callers as this automation handles all the behind-the-scenes tasks seamlessly.
Easily save important caller information straight to Salesforce without any manual entries every time you have a new call in Smith.ai. This workflow instantly creates a new record in Salesforce, ensuring that you always have the most recent data at your fingertips. Spend less time transferring information and more time optimizing rapport with callers as this automation handles all the behind-the-scenes tasks seamlessly.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
New Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
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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
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
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