How to Connect Marketo to Smith.ai Outreach Campaigns

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

Using this guide, you can:

Prerequisites

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

Request a Smith.ai Outreach Campaign Call from Marketo

We created this pre-made template so that you can request Smith.ai place an outreach call via Marketo. When you create a new conversation that matches the Zap trigger parameters, it will first pull the associated customer information, then that customer will be added to your Outreach Campaign.

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

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

Making a Custom Smith.ai and Marketo Zap

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

Additional Resources:

Connecting Smith.ai to Zapier

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 outreach campaigns 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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