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Add Smith.ai calls as a New Prospect to an Outreach Sequence

Add Smith.ai calls as a New Prospect to an Outreach Sequence

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Every time Smith.ai answers a call from a new lead, this scenario will add them as a Prospect to Outreach and then add that Prospect to a Sequence.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Outreach
Add a Prospect to a Sequence

Adds a prospect to a sequence.

Action
Smith.ai
Call a Contact (Outreach Campaign)

Adds a contact to an outreach campaign. The contact will be called using the Outreach Campaign campaign cadence.

Action
Smith.ai
Call a Contact (Virtual Receptionist)

Adds a contact to the virtual receptionist outbound call queue.

Action
Outreach
Create a Prospect

Creates a new prospect.

Action
Outreach
Create a Template

Creates a new template.

Action
Outreach
Create an Account

Creates a new account.

Action
Outreach
Create an Opportunity

Creates a new opportunity.

Action
Outreach
Delete a Template

Destroys the selected template.

Action
Outreach
Get a Prospect

Retrieves a specific prospect by its ID.

Action

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