Initiate an Outbound Call from Smith.ai when a New WPForm is Submitted using Zapier

Jessica Paxton Updated by Jessica Paxton

This guide will cover how to initiate an outbound call from Smith.ai when a new WPForms form is submitted using Zapier.

To get started, you’ll need:

Connecting WPForms to Smith.ai

  1. Sign up for a Zapier account for free. If you already have a Zapier account, go to the next step.
  2. Go to the WPForms + Smith.ai Zapier Integrations page.
  3. Choose the action and trigger from the options displayed. In this example, we've chosen New Form Entry as the trigger and Call Someone (Virtual Receptionist) as the action.
  4. Press the Connect CASEpeer + Smith 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.
    Get Started
  6. Connect WPForms and Smith.ai to your Zapier account by following the prompts.
    1. Connecting WPForms: More information on connecting your WPForms account can be found here.
    2. Connecting Smith.ai: More information on connecting your Smith.ai account can be found here.
      Connect your Smith.ai account
  7. Customize the Zap to meet your business needs.
If it's your first time building a Zap, review the basics of creating Zaps to get started. You're not limited to a single action. Try using filters, formatting, and other advanced Zapier actions.

Follow these instructions on setting up and testing the WPForms trigger.

You must have a form created that includes a telephone number field for the 'Smith.ai Call Someone Zap' to work correctly. It's recommended that the telephone number field on your form be mandatory as the Zap will not work without it.
  1. Test the Zap.
  2. In the upper right, click to toggle the switch ON to turn on your Zap. Once your Zap is turned on, it will initiate an Outbound Call from Smith.ai when a new form is submitted.

Additional Resources:

Common Problems with WPForms on Zapier

How to Install and use the WPForms Zapier Addon

Connecting Smith.ai to Zapier

Activating the Zapier Integration in CASEpeer

Need help? 

Please reach Smith.ai Support at (650) 727-6484 or support@smith.ai.

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