Shape + Smith.ai
Create new records in Shape for every new call in Smith.ai
Save time and improve efficiency with this Smith.ai and Shape app integration. When a new call takes place in Smith.ai, a record gets instantly created in the Shape app. This way, you can seamlessly keep track of all your calls without any manual data entry, helping you stay organized and informed for optimal client management.
Save time and improve efficiency with this Smith.ai and Shape app integration. When a new call takes place in Smith.ai, a record gets instantly created in the Shape app. This way, you can seamlessly keep track of all your calls without any manual data entry, helping you stay organized and informed for optimal client management.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 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
Record IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
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
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
