SmartWe SalesViewer

Add prospects to the CRM

When a new lead is found in SalesViewer, create a contact in SmartWe.

Try:

See all SmartWe + SalesViewer integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SmartWe Explore SmartWe →

Triggers
New contact or lead

Fires when a new contact or lead is added to SmartWe.

Contact updated

Fires when a field on a contact changes in SmartWe.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in SmartWe.

Deal won

Fires when a deal is marked won in SmartWe.

Actions
Create or update contact

Creates or updates a contact in SmartWe.

Create deal

Creates a new deal in SmartWe.

Update record stage

Moves a deal or record to a new stage in SmartWe.

Log activity

Logs a call, email, or note against a record in SmartWe.

SalesViewer Explore SalesViewer →

Triggers
New lead

Fires when SalesViewer finds or captures a new lead.

New contact

Fires when a new contact is added to a list in SalesViewer.

New company

Fires when a new company matches a saved search in SalesViewer.

Actions
Enrich a contact

Adds job title, phone and company data to a contact with SalesViewer.

Enrich a company

Looks up firmographic data for a company with SalesViewer.

Find an email

Finds and verifies a prospect's work email with SalesViewer.

Enrich new contacts When a contact is created in SmartWe, enrich it with SalesViewer. See details
Enrich new companies When a company is added in SmartWe, enrich it with SalesViewer. See details

See all SmartWe + SalesViewer integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Add prospects to the CRM” between SmartWe and SalesViewer?

Yes — describe it in the box above and Knit's Integrations Agent researches SmartWe and SalesViewer's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can new contacts be enriched?

Yes. When a contact or company is created in SmartWe, SalesViewer can add title, company size and verified email.

Can prospects go straight into the CRM?

New contacts or companies found in SalesViewer can be created in SmartWe with their enriched fields.

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