Connect SMART LEAD AGENT and Virtuous CRM to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New User Login" from SMART LEAD AGENT.

Add your action

An action happens after the trigger—such as "Create Contact Note" in Virtuous CRM.

You’re connected!

Zapier seamlessly connects SMART LEAD AGENT and Virtuous CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New User Login
Triggers when a user first logs into the application.
Trigger
Instant
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- Name of Lead
  Required
- Phone Number
  Required
- Email
  Required
- Prompt
- Lead Source
- Initial Message
Action
Write
- Contact status
Trigger
Instant
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- Contact status
Trigger
Instant
Try It
- Tag Name
  Required
- Contact id
  Required
Action
Write

- Name of Lead
  Required
- Contact Type
  Required
- IsPrivate
- Nickname
- Label
- Address 1
- Address 2
- City
- StateCode
- Zip Code
- Country
- IsPrimary_address
- Latitude
- Longitude
- Description
- Website
- IsArchived
- ReferenceId
- ReferenceSource
Action
Write
- Contact id
  Required
- Name of Lead
  Required
- Contact Type
  Required
- IsPrivate
- Nickname
- Description
- Website
- OriginSegmentId
- MaritalStatus
Action
Write

- Contact ID
- Email
  Required
- ReferenceSource
- ReferenceId
- Name of Lead
  Required
- Contact Type
  Required
- IsPrivate
- Nickname
- Label
- Address 1
- Address 2
- City
- StateCode
- Zip Code
- Country
- IsPrimary_address
- Latitude
- Longitude
- Description
- Website
- IsArchived
Action
Search or write

- Name of Lead
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Contact status
Trigger
Instant
Try It
New Form Submission
Triggers on a new form submission.
Trigger
Instant
Try It
- Contact id
  Required
- Type
  Required
- Note
  Required
- Note date time
- Important
- Private
- Time spent
Action
Write
- TaskType
  Required
- Task
  Required
- Description
- Due Date Time
  Required
- Owner
  Required
Action
Write
- Contact id
  Required
- GiftType
  Required
- GiftDate
  Required
- Gift Amount
  Required
- Batch
- Notes
- IsTaxDeductible
- IsPrivate
- ReceiptDate
- ReceiptSegmentId
- SegmentId
- CashAccountingCode
- Tribute
- State
- ProjectId
- Project Amount
- PremiumId
- Premium Quantity
- TransactionSource
- TransactionId
Action
Write
- Contact ID
- Email
  Required
- ReferenceSource
- ReferenceId
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect SMART LEAD AGENT and Virtuous CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your SMART LEAD AGENT to Virtuous CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SMART LEAD AGENT

SMART LEAD AGENT is a tool that connects with your CRM or customer list to automate calls, schedule appointments, and qualify leads.

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Related categories

Sales & CRM

About Virtuous CRM

Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.