How to Connect Thryv Leads to Smith.ai for Outbound Calling

Tom Armitage Updated by Tom Armitage

Our Zapier integration helps business owners save time by automating processes that have previously been manual. This guide will walk you through connecting Thryv and Smith.ai via Zapier.

Using this guide, you can:

Prerequisites

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

Create/Update Leads in Thryv from New Smith.ai Calls

We created this pre-made template to create customers and conversations in Thryv after Smith.ai calls.

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

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

Request an Outbound Smith.ai Call from Thryv

We created this premade template to connect Thryv to Smith.ai. When a new client is created in Thryv, it will request an outbound call to that client from Smith.ai.

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

  2. Connect your Smith.ai and Thryv accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai. More information can be found here.
    2. Connect Thryv.
  3. Since you started with a template, many fields will already be populated. Customize the Zap to meet your business needs. At a minimum, you'll need to edit the following:
    1. What should we do? - What should we do on the call? This must adhere to your existing instructions, e.g., "Qualify the lead" or "Book an appointment."
    2. What if they don't answer? - What should we do if they don't answer (e.g., "Leave a message")?
    3. Language - English is the default. But this can be customized from a custom language field.
    4. When would you like us to call back? - 24/7 is the default. Set your custom outbound call settings in the Smith.ai dashboard.
  4. Test the Zap.
  5. Name the Zap.
  6. Turn on the Zap.

Making a Custom Smith.ai and Thryv Zap

Keep your business operations running smoothly with a custom Zap connecting Smith.ai and Thryv. 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 + Thryv Zapier Integrations page.
  3. Choose the action and trigger from the options displayed. In the example below, we've chosen New Invoice (Thryv) as the trigger and Call Someone (Smith.ai) as the action. However, you can use any combination of triggers and actions that fit your business needs.
  4. Select the Connect Thryv + Smith.ai button.
    Note: If you are not logged into Zapier, you will be prompted to do so.
  5. After reviewing your selections, press the Get Started button.
  6. Connect your Smith.ai and Thryv accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai. More information can be found here.
    2. Connect Thryv.
  7. Customize the Zap to meet your business needs.
  8. Test the Zap.
  9. Name the Zap.
  10. Turn on the Zap.

How to Connect to Smith.ai Outreach Campaigns

If you subscribe to Smith.ai Outreach Campaigns, you can set up a Zap in Zapier to trigger a call for this separate service. In the "Choose app and events" step, instead of selecting "Call Someone (Virtual Receptionist)," you'll select "Call Someone (Outreach Campaign Only)." Follow the same steps as above. When mapping your fields, the default directions will not be editable, since Smith.ai will follow the directions for the campaign ID that you input. Follow the remaining steps to save the Zap and turn it on. If you'd like to pass additional data to your outreach campaigns, click here.

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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How To Trigger a Smith.ai Outbound Call Using PDFs with Docparser

Outbound Calling with Smith.ai: Getting Started

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