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Relationship Marketing Integration

Turn Every Call Into A Levitate Relationship

Marlie AI answers your calls, captures the relationship context, and pushes contacts and notes into Levitate so your keep-in-touch campaigns never lose a lead.

Relationship marketing coverage that starts on the phone

Relationship marketing coverage that starts on the phone

Levitate helps small businesses and professional services firms keep in touch with the people who matter — but the platform only nurtures the contacts you actually capture. Phone leads that never make it into the system are leads you'll never follow up with.

Marlie AI fixes that. Inbound calls are answered, qualified, and pushed into Levitate as Contacts with the right tags and relationship notes. Your keep-in-touch reminders, handwritten card sequences, and nurture campaigns kick off automatically — every caller becomes a long-term relationship.

What You Get with Marlie + Levitate

Everything you need to connect your phone calls with Levitate — fully automated, zero manual work.

Auto-Create Contacts

Every caller becomes a Levitate Contact with name, phone, email, and the conversation context Marlie captured.

Tag-Driven Campaigns

Marlie applies the right Levitate tags so your keep-in-touch sequences and nurture campaigns fire automatically.

Call Notes & Context

Conversation summaries are attached to the Levitate Contact so your outreach stays personalized and timely.

Relationship Reminders

Marlie can capture follow-up commitments and create Levitate reminders so no relationship goes cold.

Smart Deduplication

Returning callers are matched to existing Levitate Contacts so your relationship history stays continuous.

After-Hours Coverage

Inbound calls outside business hours still create Contacts and trigger campaigns — no lead goes cold to voicemail.

How It Works

Get up and running with Levitate in minutes — no coding required.

1

Connect Levitate

Pair Marlie with Levitate via Zapier, webhooks, or a CSV import bridge — Levitate does not currently expose a public API.

2

Map Tags & Campaigns

Choose which Levitate tags Marlie applies and which keep-in-touch campaigns each tag triggers.

3

Marlie Answers & Qualifies

Inbound calls are answered 24/7. Marlie qualifies the caller and captures the relationship context.

4

Levitate Picks Up The Nurture

New Contacts hit Levitate with the right tags, your keep-in-touch sequences fire, and the relationship is nurtured automatically.

Built for Real Scenarios

See how businesses use Marlie + Levitate to capture more leads and streamline operations.

Insurance Agencies

Scenario

An agency wants to nurture every quote inquiry into a long-term policyholder relationship.

Outcome

Marlie qualifies the caller, creates the Levitate Contact with quote tags, and the keep-in-touch campaign starts the same day.

Wealth Advisors

Scenario

A boutique advisor relies on personal touch but can't take every prospect call.

Outcome

Marlie answers, captures the conversation, and pushes the prospect into Levitate so the advisor's quarterly check-ins begin without a gap.

Local Service Pros

Scenario

A home service business wants repeat customers but never sends follow-ups after the first job.

Outcome

Marlie creates the Contact in Levitate after every call, tags by service type, and the seasonal keep-in-touch campaign drives repeat work.

Frequently Asked Questions

Common questions about the Marlie AI + Levitate integration.

Does Levitate have a public API for direct integration?

Levitate does not currently publish a public REST API. Marlie integrates via Zapier, webhooks, and CSV bridges so call data still flows into Levitate.

Can Marlie trigger Levitate keep-in-touch campaigns?

Yes — by applying the right tag on Contact creation. Any Levitate campaign that starts on a tag will fire automatically when Marlie creates the Contact.

Will Marlie create duplicate Contacts in Levitate?

No. Marlie matches callers to existing Levitate Contacts by phone and email and updates the existing record instead of creating a duplicate.

Are call notes added to the Levitate Contact?

Yes. The structured call summary is added as a note on the Contact so your outreach stays personalized and grounded in the conversation.

Does this work for after-hours calls?

Yes. Marlie covers inbound 24/7 and pushes Contacts into Levitate the same way regardless of when the call comes in.

Are call recordings stored in Levitate?

Transcripts and summaries are written to the Levitate Contact note. Full audio recordings stay in Marlie and are linked from the note.

Ready to connect Marlie AI with Levitate?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
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    Marlie AI + Levitate Integration | AI Phone Agent For Relationship Marketing