December 11, 2018

Announcing the Smith.ai Zap on Zapier!

From the beginning, we've prioritized innovation at Smith.ai, because it allows us to deliver unparalleled efficiency and accuracy. We automatically block calls from 20 million known spammers, we integrate with 30+ software programs, we answer live web chats in addition to phone calls, and much more.

Our innovations save our small-business clients from thankless, tiresome grunt work and irksome interruptions, and effectively capture and qualify new leads, so you're free to do what you love (and what pays the bills): real work.

Now, we're proud to be the first live receptionist service with its own Zap.

What's a Zap? It's an automation that works through Zapier. You can automate data capture, workflows, alerts, and tasks.

What the Smith.ai Zap does is hand you a key to even greater efficiency. Those 7 dilemmas plaguing small business owners? Poof. With Smith.ai's services and it's new Zap, they're gone.

Read on to get a glimpse of what our Zap unlocks for you.

What can you do with the Smith.ai Zap?

Not to be smart-alecky, but pretty much whatever you can dream of, as long as it's connected to the Internet. Here are some ideas to whet your appetite:

Work with nearly any CRM, exactly how you want

The main actions CRMs handle typically involve logging, monitoring, and initiating interactions with leads and clients. When considering uses for data from our receptionist services, you may want to add an update contacts and leads, or attach conversations and call summaries to new and existing contacts.

Find your CRM on Zapier, and browse popular and even pre-built automations for inspiration.

Add callers to email campaigns

Mailchimp, Mad Mimi, Emma, Constant Contact ... they and dozens of other email programs can connect to Smith.ai. Add qualified but unconverted leads to lead-nurture drips, and send new clients information that prepares them to work with you through sequenced emails. You can direct callers into different funnels based on conditions they meet after calls are completed.

Get clients to commit with automated document generation and

For qualified callers, you can create a Zap to automatically reply to that person with the forms you require to initiate a client engagement, pre-filled with their information.

You can even collect data from spreadsheets and files in Google Drive and other databases and bring customized information into the form alongside the information a receptionist collected during a call. For example, if the caller's location or business type (residential or commercial, for example) changes how an engagement letter is written.

Get notifications sent to you and your team

Not only can you initiate alerts in Slack and other work chat apps when call summaries are completed, but you can also receive notifications later on after further sequenced actions have been completed — a new client e-signs that client engagement letter, for example.

Go nuts

Want your lights to blink every time a new lead books a consult? You can do that.

Too flashy? Enjoy the more subtle notifications of a 3D-printed desktop mailbox that raises its flag every time you nab a new client.

With all of the extra time on your hands thanks to Smith.ai, you'll have plenty to spend on fun Internet of Things projects like these! Be sure to check out Zapier's list of obscure, cool Zappables, too.

Of course there's a list of 300 of Zapier's most popular automations for the traditionalists, too.

Get advice and inspiration from Smith.ai client Conor Malloy

A tad overwhelmed by the endless opportunities here? Smith.ai client Conor Malloy, partner at Chi City Legal, automates thousands of tasks a week and has practically created playbooks for replicating his success:

Start using the Smith.ai Zap

Enough talk. Let's rock. Smith.ai's Zap is currently private and accessible by invitation only, so you won't find it in Zapier's massive, 1,000+ app directory

To get access, just send an email to support@smith.ai requesting your Smith.ai API key and confirming you agree to the add-on charge of $0.50 per call per month.

Then, follow our step-by-step directions to link Smith.ai and Zapier.

Questions? Contact us.

We're here to help bring zen to your Zap-ping. Email us at support@smith.ai. Our support team is available Monday through Friday between 5am – 6pm PT / 8am – 9pm ET.

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