How to Connect Smith.ai and Jobber using Zapier

Tim Fischer Updated by Tim Fischer

Our Zapier integration helps business owners save tons of time by automating previously manual processes. This guide will walk you through connecting Smith.ai and Jobber via Zapier. Using this guide, you can:

Prerequisites

To use our Zapier integration to connect Smith.ai and Jobber, you will need:

  • A Zapier account
  • A Smith.ai Virtual Receptionist account
  • A Jobber account

Create a Client in Jobber after each new Smith.ai call

We created this premade template to create a client in Jobber after Smith.ai calls.

  1. Click "Use this Zap" in the below template.

  2. Connect your Smith.ai Virtual Receptionist and Jobber accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai. More information can be found here.
    2. Connect Jobber.
  3. Since you started with a template, most fields will already be populated. Customize the Zap to meet your business needs.
  4. Test the Zap.
  5. Name the Zap.
  6. Turn on the Zap.

Making a Custom Smith.ai and Jobber Zap

Keep your business operations running smoothly with a custom zap connecting Smith.ai and Jobber. Create custom automation by choosing triggers, actions, and searches.

  1. Sign up for a Zapier account for free. If you already have one, log in.
  2. Go to the Smith.ai + Jobber Zapier Integrations page.
  3. Choose the action and trigger from the options displayed. In the example below, we've chosen New Request (Jobber) as the trigger and Call Someone (Smith.ai) as the action. This specific scenario will have a Smith.ai virtual receptionist call someone when someone fills out a Jobber online request form. However, you can use any combination of triggers and actions that fit your business needs.
  4. Press the Connect My Apps button.
    Note: If you are not logged into Zapier, you will be prompted to do so.
  5. Connect your Smith.ai and Jobber accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai. More information can be found here.
    2. Connect Jobber.
  6. Customize the Zap to meet your business needs.
  7. Test the Zap.
  8. Name the Zap.
  9. Turn on the Zap.

Additional Resources:

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 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. We'll help you select the best plan to match your business’s growth goals and budget.

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