Create Dubsado projects from new chats in Smith.ai Chats

Smith.ai live chat agents and automated chatbots capture and screen new contacts via your website, Facebook, and text message. To avoid manually logging each lead in your Dubsado account, use this Zapier integration to create a Dubsado project after each chat. Contact information and chat transcripts for your new chat leads will be available in your Dubsado account for automated follow-up and nurturing, resulting in more converted clients for your business.

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Jeremy Treister
CMIT Solutions of Downtown Chicago

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