How to Connect LeadConnector and Smith.ai for Outreach Campaigns

Our Zapier integration helps business owners save tons of time by automating processes that have previously been manual. This guide will walk you through how to connect LeadConnector and Smith.ai via Zapier to automatically place an Outreach Campaigns call to a new lead.

Prerequisites

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

Request a Smith.ai Outreach Campaign Call from LeadConnector

We created this premade template so that you can request Smith.ai place an outbound call via LeadConnector. When a lead's pipeline stage changes in LeadConnector, and it matches the Zap trigger parameters, it will request an Outreach Campaign call to that customer.

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

  2. Connect your LeadConnector and Smith.ai accounts to your Zapier account by following the prompts.
    1. Connect LeadConnector.
    2. Connect Smith.ai.
  3. Since you started with a template, many fields will already be populated. Customize the Zap fields to meet your business needs. We suggest making the following changes:
    1. In the trigger, choose the pipeline stage in LeadConnector you want to trigger the Zap.
    2. In the "Call Someone" action, add the Campaign ID to the Outreach Campaign you want to send leads. You can also add up to 3 additional data fields.
  4. Test the Zap.
  5. Name the Zap.
  6. 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.

How did we do?

How to Connect Keap (formerly Infusionsoft) to Smith.ai

How to Connect LiveCall to Smith.ai for Lead Follow-Up (Using Zapier)

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