New! Smith.ai Enhances New Call Trigger in Zapier

Businesses of all sizes are increasingly expected to do more with less. 

Better data, more technology, and increased customer engagement only scratch the surface of what is needed to remain ahead of competitors today. That is why Smith.ai has launched a major upgrade to its New Call Trigger in Zapier — eliminating the need to jump between multiple sources to get the customer insights you need.

This update allows you to populate more than just basic contact information from calls in your CRM. With Smith.ai handling incoming calls, answers collected by our agents are now available in Zapier, giving you automation access to the vital information our AI-enhanced agents collect about your leads and customers.

What Can You Do with this Zapier Feature Update?

Every Smith.ai customer is unique — as is their data. Now, Zapier – the popular middleware that allows you to connect multiple apps together — can receive the answers to every question for every call, expanding our New Call trigger beyond just basic contact information and call summaries. By sending these custom data keys to Zapier, you can automatically send essential data to your CRM and other systems via Zapier, with even more flexibility and control than before.

For example, let’s say you are connecting a new Smith.ai call to your favorite legal CRM. You can now use the case type gathered by our agents to set the “Practice Area” for that lead, and send the caller relevant marketing data automatically. Let every answer enhance your automation and reduce the time spent managing data entry.

Filter Callers by Data Point Collection 

Streamline follow-up tasks with efficient automation that enhances your call handling. For example, let’s say you’re a real estate firm with hundreds of agents. By setting up a Zap that pulls data from the “address” field when the receptionist asks which property the caller is interested in, you can easily create automation to tag, alert, or redirect callers that meet those criteria in your CRM — eliminating the need to manually route data.

Sort Callers into Different Systems

Create a more personalized customer experience by connecting key fields that connect internal systems and transfer destinations. For example, if you would like to sort callers based on the action taken by the Smith.ai receptionist, you can designate their destination or status in your CRM. These benefits call analytics, routing, and the ability to collect payments. In practice, if you are a law firm specializing in personal injury and other contingency cases, you can sort incoming callers by case type (e.g. auto accidents, malpractice, or workplace injury). Allow your teams to identify customers and follow up with zero ambiguity quickly. 

Use Conditional Logic in Zapier

Upgrade lead intake with automation based on certain conditions. These conditions can be entirely customized by you and fit into your existing workflows. With in-depth connections through Zapier, the customer's needs can be automatically communicated to your internal processes to quickly identify and sort them. For example, if you are an HVAC distributor with multiple offerings, you can sort incoming leads by product type. This enables teams to streamline customer engagement and quickly turn leads into customers.

Zapier gives you exceptional control over your automation - as long as you have the data. With additional call information in Zapier, you can if/else logic, Paths by Zapier, and filters to control the Zap.

In one case, a client of Smith.ai expressed the need for personalized emails to be sent to the requested attorney for every call. Pulling this information out of the call summaries proved difficult. With the newly expanded data set available in Zapier, you can now directly set the recipient for these emails and ensure perfect routing. 

Keep in mind. This data upgrade won’t change anything about the efficient, AI-enhanced services Smith.ai provides. Current data being passed — including caller contact information, lead information, and call summaries —  will not be impacted by this update. Nor will it impact the price you pay for the existing integrations. This added benefit simply increases the accessibility of your data! 

This incredible addition to the 6000+ applications that connect with Smith.ai through Zapier enables you to get real-time updates to vital information our agents collect on your behalf. Our team is excited to launch this feature for the commitment we share in delivering the best customer engagement solutions for SMBs 

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How to Get Started?

1. Map out new call triggers. It doesn’t need to be a fancy document, just get an understanding of exactly what you’d like to pass from caller to CRM. 
2. Reach out to Smith.ai support. Due to the advanced nature of customer data keys & fields, they are turned off by default. To enable custom data keys and fields for Zapier, please email support@smith.ai. 
3. Follow the same steps for all other Zaps. The same standard steps for creating a new Zap can be found in this help doc.
4. Test and verify it's working properly. Like all technology, you need to test and ensure you see exactly what you had originally mapped out. Need more help? Email us at support@smith.ai or call us at (650) 727-6484 for assistance.

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Questions? Contact us.

If you're already a Smith.ai client and would like to activate additional data keys to your Zapier new call trigger, please email us at support@smith.ai for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai.