Accept or Reject Incoming Call Transfer Requests in a Slack Channel
Accept or reject incoming call transfer requests in Microsoft Teams
Booking Appointments for Clients and Using Clio
Connect CASEpeer to Smith.ai Using Zapier
How to Automatically Forward Third-Party Leads via Email to Smith.ai for Outbound Calls
How to Connect Angi (Formerly Angie's List) Leads to Smith.ai for Outbound Calls
How to Connect Daylite to Smith.ai
How to Connect HighLevel and Smith.ai
How to Connect HomeAdvisor Leads to Smith.ai for Outbound Calls
How to Connect Keap (formerly Infusionsoft) to Smith.ai
How to Connect LiveCall to Smith.ai for Lead Follow-Up (Using Zapier)
How to Connect ServiceTitan to Smith.ai
How to Connect Smith.ai and Help Scout
How to Connect Smith.ai to Clio Calendar
How to Connect Smith.ai to Harmonizely
How to Connect Smith.ai to Woven (and Google Calendar)
How to Connect Smith.ai to Your LawConnect (formally LawTap) Account
How to Connect Smith.ai to your PracticePanther Intake Forms
How to Connect Smokeball to Smith.ai
How to Connect Your ActiveCampaign Account to Smith.ai
How to Connect Your Agile CRM Account to Smith.ai
How to Connect Your Capsule CRM account to Smith.ai
How to Connect Your ClientRock Account to Smith.ai
How to Connect Your Clio Grow Account to Smith.ai
How to Connect Your Clio Manage Account to Smith.ai
How to Connect Your Housecall Pro Account to Smith.ai
How to Connect Your HubSpot Account to Smith.ai
How to Connect Your Lawmatics Account to Smith.ai
How to Connect Your Lawmatics Calendar to Smith.ai
How to Connect Your Lead Docket Account to Smith.ai
How to Connect Your Lexicata Account to Smith.ai
How to Connect Your MyCase Account to Smith.ai
How to Connect Your Pipedrive Account to Smith.ai
How to Connect Your PracticePanther Account to Smith.ai
How to Connect Your Redtail CRM Account to Smith.ai
How to Connect Your Rocket Matter Account to Smith.ai
How to Connect Your Salesforce Account to Smith.ai
How to Connect Your Wealthbox Account to Smith.ai
How to Connect Zoho CRM to Smith.ai
How to Connect noCRM.io to Smith.ai
How to Connect your Ninja Forms Intake Forms to Smith.ai
How to Forward Calls from Talkroute to Smith.ai
How to Pass REI Software Form Fills into Smith.ai for Outbound Calls
How to Send Calls from WhatConverts to Smith.ai
How to connect Actionstep to Smith.ai using Zapier
How to connect your Filevine account to Smith.ai
How to connect your GlossGenius scheduling link to your Smith.ai account
How to connect your Law Ruler account to Smith.ai
How to identify and track Smith.ai calls and chats in HubSpot
How to use Filevine with Smith.ai for lead capture, client intake, and appointment scheduling
How to use MyCase Intake Forms with Smith.ai
How to use Smith.ai with Dubsado
How to use Smith.ai with Lawcus intake forms
Integrations: CRM, Marketing Software, and Ticketing Programs
Requesting an integration
Using Smith.ai with RealEFlow
Enabling your business' caller ID for Smith.ai-placed calls
Outbound Calling with Smith.ai: Getting Started
Requesting Outbound Call-Backs from Your Call Summary or Dashboard
Requesting an Outbound Call in the Dashboard
Set your schedule and preferences for outbound calls
Appointments & Scheduling
Adding Video Meetings to your Appointments
Calendaring Program Integrations
Connecting your Keap Calendar to Smith.ai
How to Adjust Your Time Zone Settings in AppointmentCore
How to Connect Smith.ai and Square Appointments
How to Connect Smith.ai to Apptoto
How to Connect Smith.ai to Calendly (and Google Calendar)
How to Connect Smith.ai to HighLevel Calendar
How to Connect Smith.ai to Motion
How to Connect Smith.ai to Office 365 or Outlook with Microsoft Bookings
How to Connect Timely to Smith.ai
How to Connect Your PracticePanther Calendar to Smith.ai
How to Connect Your ScheduleOnce Account to Smith.ai
How to Connect Your Schedulista Account to Smith.ai
How to Connect Your Setmore Account to Smith.ai
How to Connect Your WhenWorks Account to Smith.ai
How to Connect Your ZynCal Scheduling Assistant to Smith.ai
How to Connect Your iCloud (Apple) Calendar to Smith.ai
How to Find Your Acuity Scheduling Public Calendar Links
How to Lock Your Time Zone in Calendly
How to lock your time zone in Acuity/Squarespace
How to set up OnceHub to book appointments in your time zone
Preventing Calendly from Auto-Filling
Scheduling Appointments with MyCase & Smith.ai
Scheduling Appointments with SimplePractice & Smith.ai
Direct Transfers & Call Blocking
Adding Callers to Your Direct Transfer or Block List
Why can't I direct transfer or block this number?
How to Customize Your After-Hours Voicemail Greeting
How to Customize Your Spanish Voicemail Greeting
How to Update Your Voicemail Summary Destination(s)
How to record your own greetings (or have someone do it for you)
How to Receive Call Summary Notifications via Email, SMS, or Slack
Integrating Smith.ai with Your Slack Team
Availability and Work Schedule
How to Change Your Smith.ai Referral Code
How to Text Smith.ai Support
Requesting updates to instructions via the Dashboard
Using and Accessing the Smith.ai Call Dashboard
Why don't you have an online portal?
Call Routing & Transfers
Have All Your Calls Answered by Spanish-Speaking Bilingual Receptionists
How to Enable "Redirect" with SMS Commands
How to Receive Call Transfer Requests via Text Message (SMS)
How to Update Your Status via SMS (Text Message)
Pricing & Billing
How to Download an Invoice PDF
How to update Business information and Billing email
How to update your payment method or credit card for your Virtual Receptionist service
Where do I obtain Smith's W-9 information?
Why are add-ons "per-call?" Why should I pay for this on all calls?
Spam & Robocalls
Number Forwarding & Porting
Can I use my current business phone number with Smith.ai?
Enabling Caller ID for Google Voice
Enabling Caller ID for Vonage
Enabling Caller ID on Grasshopper
Enabling Caller ID on Mighty Call
Enabling the Caller ID in CallRail
How To Disable Call Screening on Grasshopper
How to Forward Calls From Your Mobile Phone
How to Forward Calls from 8x8 to Smith.ai
How to Forward Calls from Aircall
How to Forward Calls from Bandwidth to Smith.ai
How to Forward Calls from Dialpad to Smith.ai
How to Forward Calls from FreedomVoice
How to Forward Calls from Grasshopper to Smith.ai
How to Forward Calls from Law Ruler to Smith.ai
How to Forward Calls from Net2Phone to Smith.ai
How to Forward Calls from Phone.com to Smith.ai
How to Forward Calls from RingCentral to Smith.ai
How to Forward Calls from Vonage to Smith.ai
How to Forward Your Calls From Marchex to Smith.ai
How to Forward Your Google Voice Number to Smith.ai
How to Port Your Number from Ruby to Smith.ai
How to disable Call Screening for Xfinity
How to enable Caller ID for eVoice
How to forward calls from 3CX to Smith.ai
How to forward calls from 800.com to Smith.ai
How to forward calls from Comcast to Smith.ai
How to forward calls from Cox Business to Smith.ai
How to forward calls from GoToConnect to Smith.ai
How to forward calls from Intermedia to Smith.ai
How to forward calls from Microsoft Teams to Smith.ai
How to forward calls from Monster VoIP to Smith.ai
How to forward calls from Nextiva to Smith.ai
How to forward calls from Spectrum to Smith.ai
How to forward calls from Twilio to Smith.ai
How to forward calls from Unitel to Smith.ai
How to forward calls from Verizon Business to Smith.ai
How to forward calls from Windstream to Smith.ai
How to forward calls from Xfinity to Smith.ai
How to forward calls from eVoice to Smith.ai
How to forward your calls from CallRail to Smith.ai
How to forward your calls from Line2 to Smith
How to forward your calls from Voip.ms to Smith.ai
How to forward your calls from Zoom to Smith.ai
How to turn off Call Screening in Vonage
How to turn off the "On Play Announcement" in RingCentral
How to turn off the Verification Prompt in Dialpad
How to turn on Caller ID in Dialpad
How to turn on Caller ID in Ring Central
Porting Your Number to Smith.ai
Why We Need Caller ID
How to Use CPACharge with Smith.ai Receptionists
How to Use Headnote to Collect Payments with Smith.ai
How to Use LawPay to Collect Payments with Smith.ai
How to use Authorize.net to store credit card information
Payment Software Integrations
Guidelines to writing instructions for your virtual receptionists
How Do I Disable My Daily Call Summary Emails?
How long does it take to receive my call summaries?
How to Update Your Daily Call Summary Destination(s)
How to Update Your Instant Call Summary Destination(s)
How to get call summaries in Microsoft Teams
Route Smith.ai Call Summaries to a Slack Channel
Smith.ai Call Summary and Email Destination Options
Understanding Your Daily Call Summary
Using Intake Forms with Your Smith.ai Service
Why are my SMS call summaries incomplete?
24/7 Call Answering / Receptionists FAQ
Best practices for Using CallRail with Smith.ai
Call Recording & Transcription with Smith.ai
Essential Plan: How to Update Your Account
How to CC or BCC Follow-Up Emails to Yourself
How to Connect Your Lawcus CRM Account to Smith.ai
How to Export Your Smith.ai Call Data via CSV
How to Have Smith.ai Receptionists Send Follow-up Texts and/or Emails to Your Callers
How to Use Smith.ai Receptionists for Lead Qualification & Client Intake
How to View Follow-Up Messages in the Dashboard
How to edit your Team Directory
How to have Smith.ai receptionists check for conflicts
How to restart SMS call notifications
Terms and Definitions
Why Does Porting a Phone Number Take So Long?
Formatting Recipient Data for Upload to Outreach Campaign
How to Automatically Add Facebook Ad Leads to Outreach Campaigns
How to Get the ID of a Smith.ai Outreach Campaign
Monitor the performance of your outreach call campaigns
Outbound Call Campaigns using local Caller ID
Passing additional data through your Outreach Campaign
Installation & Web Host Options
Excluding your chat widget on certain pages of your website
How to Install your Chat Widget
Installing Smith.ai Chat (editing your own HTML)
Installing Smith.ai Chat on a GoDaddy Website
Installing Smith.ai Chat on a Google Sites Website
Installing Smith.ai Web Chat on a Lawlytics Website
Installing Smith.ai Web Chat on a Shopify Website
Installing Smith.ai Web Chat on a Squarespace Website
Installing Smith.ai Web Chat on a Webflow Website
Installing Smith.ai Web Chat on a Weebly Website
Installing Smith.ai Web Chat on a Wix Website
Installing Smith.ai Web Chat on a WordPress Website
Setting your chat widget on specific pages of your website
Why is my Chat widget displaying incorrectly?
Billing for Smith.ai Live Chat
How to Get Chat Notifications via Text Message
How to Use Smith.ai Live Chat
Setting Up Receptionist Callback Requests in Live Chat
Setting up an Email to SMS Gateway with Smith.ai Live Chat
Smith.ai Chat for Facebook Messenger: The Basics
What's a "Relevant Chat?"
How to Connect Your ActiveCampaign Account to Smith.ai Chat
How to Connect Your Capsule CRM Account to Smith.ai Chat
How to Connect Your Clio Grow Account to Smith.ai Chat
How to Connect Your HubSpot Account to Smith.ai Chat
How to Connect Your Lawmatics Account to Smith.ai Web Chat
How to Connect Your Lexicata Account to Smith.ai Chat
How to Connect Your PracticePanther Account to Smith.ai Chat
How to Connect Your Wealthbox Account to Smith.ai Chat
How to Connect your Clio Account to Smith.ai Chat
How to Connect your Lead Docket Account to Smith.ai Chat
How to Integrate Smith.ai Chat with Google Analytics/Google Ads using Google Tag Manager
How to Set Up Chat Call-Back Requests in Slack
How to have Smith.ai answer SMS/text messages to your business
Creating linked playbooks
How to upgrade your Smith.ai Chatbot to unlimited Playbooks and Q&A
Smith.ai Chatbot: The Basics
What happens to my data when I remove chat add-ons?
Configuration & Setup
Add Legal Disclaimer to Your Chat Widget
Choose not to send transcripts to your chat visitors
Customize Your Chat Widget Greeting, Disclaimer, and Availability Messaging
How To Style Your Smith.ai Chat Widget
How to Change Live Chat Trigger Time
How to Set Up Smith.ai Chat Custom Intake Fields
How to Update Your Credit Card Information on the Chat Dashboard
Opting out of non-relevant transcript emails
Require a phone number to initiate Smith.ai chats
Set Custom Hours for Smith.ai Chat
Setting Your Notification Preferences for Web Chat
Adding your business information to your chat account
Channel Partner Logo Guidelines and Usage for Smith.ai Chat
Connecting Facebook Messenger to Smith.ai Chat
How to Export Your Smith.ai Chat Data via CSV
How to Review Chat History in Your Dashboard
How to Set Up and Use Playbooks for Smith.ai Chat
How to Test Chat Playbooks
How to Train Your Smith.ai Chatbot From Your Dashboard
How to Update Your Contact Information on Your Smith.ai Chat Dashboard
How to sign up for Chat through your Dashboard
SMS Text Answering as a Service: The Basics
Send Smith.ai Chat Callback Requests to Slack
Using the Smith.ai Chat Playbook Funnel Performance Tracker
What is Smith.ai Automated Chat Software?
[LIVE DEMO] Smith.ai Chat: A Look Inside Our Chat Technology
How to Access & Use the Partners Portal
How to Access Invoices and Historical Billing in the Partner Portal
How to Change your Payment Method or Credit Card in the Partner Portal
How to Download Call and Chat Data From the Partner Portal
How to Pause & Resume an Account in the Partner Portal
The Smith.ai Partners Portal 1.0
Best practices with Zapier
Can Smith.ai's Support Team help me set up my Zapier integration?
How much does a Zapier integration cost?
How to Automatically Add HubSpot Contacts to Outreach Campaigns
How to Connect Smith.ai Chat to Zapier
How to Connect Smith.ai's Virtual Receptionist Service to Zapier
Initiate a Smith.ai Outreach Campaign Call with Zapier
Initiate an Outbound Call from Smith.ai when a New WPForm is Submitted using Zapier
Initiate an Outbound Virtual Receptionist call from Smith.ai when a New HubSpot Form is Submitted via Zapier
Which platforms does Zapier integrate with?
Converting/Preparing Audio for Voicemail & Greetings
Federal Holidays Observed by Smith.ai
How to convert Scientific Notation in a .CSV file
How to port your number from Vonage
Porting a number: Sideline
SMS/Text Notification for missed call transfers
Smith.ai Money-Back Guarantee FAQ
What is the Smith.ai Referral Program?
Updated by Tom Armitage
Our Zapier integration helps business owners save time by automating processes that are typically done manually.
This guide will walk you through how to automatically forward third-party leads via email to Smith.ai with Zapier and an Email Parser.
This will allow you to automatically (or manually) push third-party leads via email to your Smith.ai account so those leads can receive a call back through Smith.ai's virtual receptionist services.
This solution could come in handy if you generate leads through a third-party service or form system that does not have a native Zapier integration and doesn't have webhook capabilities.
For this solution, you will need:
Request a Smith.ai Outbound Call to a Lead from a Forwarded Email
- Sign up for a Zapier account. If you already have one, log in.
- Toggle to a new window. Sign up for an Email Parser by Zapier account. Since you already have a Zapier account now, you can login with your Zapier account.
- Authorize the connection.
- Select "Create Mailbox."
- Email Parser by Zapier will issue you a new email that may look something like the email address below. That's the email address you'll want to forward new leads to in order to automate this process.
- Emails can be forwarded in a few different ways:
- You can manually hit forward on any email and send it to this email address.
- If you are generating leads through a form system, you can make this email be the receipt where form completions are sent.
- You can go into the settings of your email client (such as gmail) and set up a forward so all new emails sent to your original email address are automatically forwarded to the new email address. Click here to view an article from Google on how to set up gmail forwarding.
- Submit a test email by forwarding an email to the new email address provided by Email Parser by Zapier.
- Once the test comes through successfully (it refreshes every 10 seconds), you will need to highlight important pieces of the email to match them to certain data types. For instance, you will highlight the person's name and tell the tool that that particular piece of data means "Name." Do this for all important data points in your email.You'll need to teach the parser how to interpret your emails. This may take at least 5 tests for the tool to have an understanding of what the data means in your emails. The more emails that pass through the system, the smarter it gets at more accurately interpreting your data. Click here to read an additional guide from Zapier on how to teach your Email Parser.
- Toggle back to your Zapier window. Click "Create Zap" in the upper left corner.
- Name your Zap. An example could be "Forward Emails to Smith.ai."
- In the App event search bar, type in "Email Parser" and select "Email Parser by Zapier" from the drop-down.
- For the trigger event, choose "New Email."
- For the account field, sync with your Email Parser by Zapier account. Click continue.
- For the mailbox field, select the email created for you in your Email Parser by Zapier account.
- Select continue and test data will appear from a recently forwarded email. Verify that that information is accurate. Then click continue.
- Next, add an Action titled "Formatted by Zapier." (This will allow you to separate the first and last name of your forwarded emails, so the information is sent to Smith.ai in the right format.)
- For the event, select "Text." Then click "Continue."
- Under the Transform field, select "Split Text."
- Under the Input field, select "Name."
- Under the Separator field, type [:space:].
- Under the Segment Index field, select "All (as Separate Fields)."
- Click the "Continue" button to move forward.
- Verify the names have been split successfully.
- Click "Continue" again.
- Click Action. In the App event search bar, type in "Smith.ai." Click the option with the orange logo.
- For the trigger Event, click "Call Someone (Virtual Receptionist)."
- Connect your Zapier account to your Smith.ai account.
- You'll need to add your API key when prompted. You can get your API key in your Smith.ai Call Dashboard under Integrations. Click here for further instructions on how to connect Smith.ai to Zapier.
- After inserting your API Key, select "Yes, Continue."
- Under Set up action, map your contact fields by pairing data with what is being sent from the emails routed through the Email Parser by Zapier trigger.
- In the "What should we do?" required field, include instructions for the Smith.ai receptionists who will be making the call. You can simply write "Follow instructions in account" if you want Smith.ai to follow default directions.
- In the "What if they don't answer" field, include instructions for the Smith.ai receptionists for if the customer doesn't pick up the phone. You can simply write "Follow instructions in account" if you want Smith.ai to follow default directions.
- Complete the final required field "When would you like us to call back?" This can be based on your Smith.ai default settings, or you can choose the option for 24/7 (i.e. whatever time the lead comes through).
- Once you finish mapping your fields, select "Continue."
- In the "Test action" section, select "Skip test." (That will avoid Smith.ai from calling this test lead!)
- Once you have confirmed all of the Zap details, publish your Zap and turn it on.
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 proceeding steps as above. When mapping your fields, the default directions will not be editable, since Smith.ai will follow the directions for that campaign. 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.
Questions? Contact us!
If you're already a Smith.ai client and need help, please email us at email@example.com 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 firstname.lastname@example.org. We'll help you select the best plan to match your business’s growth goals and budget.