Zapier

ZAPIER  + SMITH.AI OVERVIEW

Connect your apps to a superior answering and sales outreach service via Zapier 

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.

Why use Zapier? 

There are two main reasons why you might want to use Zapier instead of native integration.

1. Smith.ai doesn’t have a native integration with your platform: Zapier works with more than 5,000 apps – most of which Smith.ai doesn’t have a native integration. Zapier unlocks those limitations to automate your workflow.
2. Zapier offers more customization: whereas native integrations do not. Our native integrations log calls and chats in your CRM, in the same way every time — which works for most users. Zapier offers flexibility in how you log calls and chats.

Benefits of Zapier + Smith.ai

Save time

Using Zapier means you can connect the apps and pass data automatically, saving your business time from manually inputting data.

Increase your speed-to-lead

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.

View calls & chats in your preferred apps

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. 

Reduce human error

The data from your initial trigger input will appear uniformly and consistently across all your applications connected to Zapier.

About 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.