After Smith.ai answers your calls and chats, we can pass critical customer engagement data like contact information, call summaries, and chat transcripts through Zapier. Zapier then helps you automate the key fields pushing to your internal systems. By linking Smith.ai to one of many thousands of web apps through workflows called "Zaps," the integration will automatically add your potential new clients to a spreadsheet, your email list, Slack or Teams, your CRM, or thousands of other places as soon as they come in.
Using Call Someone Zap actions, your other apps can initiate an outbound Virtual Receptionist call or an Outreach Campaign call. So, for example, when a new lead form is filled out on your website, Smith.ai Virtual Receptionists can call that lead immediately on your behalf.
There are two main reasons why you might want to use Zapier instead of native integration.
Using Zapier means you can connect the apps and pass data automatically, saving your business time from manually inputting data.
Lead intake can be overwhelming if someone is responsible for the intake, nurturing, scoring, transferring, etc. By automating the process, you’ll avoid bottlenecks at key points. Once lead nurturing and lead scoring are automated, your team will minimize the amount of time spent on cold leads and needless back-and-forth. You’ll know exactly who to target and how to lead to more conversions that happen faster.
Having a single source of truth means not searching for data in multiple apps — and we know that includes Smith.ai. That’s why we work hard to allow you to connect call or chat data to your preferred app.
The data from your initial trigger input will appear uniformly and consistently across all your applications connected to Zapier.
Zapier connects your existing platforms, so you can sync information and initiate workflows. You can use the Smith.ai Zapier integration to add caller information to thousands of applications, like your CRM, Google Sheets, your Google Contacts, and more.
Smith.ai’s Zapier Help & Support
How to Connect Smith.ai's Virtual Receptionist Service to Zapier