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

Tom Armitage 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 connecting LiveCall and Smith.ai via Zapier.

In doing so, website leads who complete a LiveCall request form will receive a call back through Smith.ai.

Using this guide, learn how to:

Prerequisites

To use a Zapier integration to connect LiveCall and Smith.ai, you will need:

  • Zapier account
  • A Smith.ai account
  • Your Smith.ai API key
  • A LiveCall account

Request an Outbound Call to a Lead from LiveCall using Smith.ai

  1. Sign up for a Zapier account for free. If you already have one, log in.
  2. Click "Create Zap" in the upper left corner.
  3. Name your Zap. Here's an example: "Connect LiveCall to Smith.ai."
  4. In the App event search bar, type in "LiveCall." Click on the option that appears.
  5. For the trigger event, choose "Call Completed."
  6. Click test and review sample data from a recent call.
  7. Click Continue and move to the Action step.
  8. In the App event search bar, type in "Smith.ai." Click the option with the orange logo.
  9. For the trigger Event, click "Call Someone (Virtual Receptionist)."
  10. 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. Further instructions on how to connect Smith.ai to Zapier can be found here.
  11. Select "Yes, Continue" after inserting your API Key.
  12. Select your Smith.ai account from the dropdown and hit Continue again.
  13. Under Set up action, map your fields by pairing data with what is being sent from LiveCall. This could include first name, last name, phone number, etc. Phone number is the only required field among the contact information fields.
  14. In the "What should we do?" required field, include instructions for the Smith.ai receptionists who will be making the call. Here's an example: "Gather their email and mailing address so we can send marketing information."
  15. 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.
  16. 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 call request comes through).
  17. Test the action.
  18. Once you have confirmed all of the Zap details, turn it on.

All LiveCall form fills will now be called back by Smith.ai Virtual Receptionists and logged in your Smith.ai account.

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.

Additional Resources:

LiveCall's Zapier Article

Connecting Smith.ai to Zapier

Need help? 

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

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