How to Connect CraftJack Leads to Smith.ai for Outbound Calls

Jessica Paxton Updated by Jessica Paxton

Our Zapier integration helps business owners save time by automating processes that are typically done manually.

This guide will walk you through how to connect CraftJack and Smith.ai via Zapier.

In doing so, leads generated through your CraftJack account will receive a call back through Smith.ai's virtual receptionist services.

Prerequisites

To use Zapier to connect CraftJack and Smith.ai, you will need:

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

  1. Sign up for a premium Zapier account. If you already have one, log in.
  2. Click "Create Zap" in the upper left corner.
  3. Name your Zap. An example could be "Connect CraftJack to Smith.ai."
  4. In the App event search bar, type in "Webhooks" and select "Webhooks by Zapier" from the drop-down.
  5. For the trigger event, choose "Catch Hook."
  6. Leave blank the field titled "Pick off a Child Key." Just click continue.
  7. Your webhook URL will be produced. Copy that webhook URL.
  8. Open up your email.
  9. Send an email to support@craftjack.com. Make sure you include your name, your business name, your phone number, the copied webhook URL, and ask that they send all of your CraftJack leads to that webhook URL. (FYI, you may need to save the Zap and come back to this when they reply.)
  10. Once a CraftJack representative confirms that your leads have been pointed to the webhook URL, go ahead and click on "Test trigger."
  11. The test should pull in recent lead information. Verify the information. Then click "Continue."
  12. Next, add an Action titled "Formatted by Zapier." (This will allow you to separate the first and last name of your CraftJack lead, so the information is sent to Smith.ai in the right format.)
  13. For the event, select "Text." Then click "Continue."
  14. Under the Transform field, select "Split Text." You need to split the text because CraftJack captures and sends full name, and you need first and last name to be separate fields.
    1. Under the Input field, select "Name."
    2. Under the Separator field, type [:space:].
    3. Under the Segment Index field, select "All (as Separate Fields)."
    4. Click the "Continue" button to move forward.
  15. Verify the names have been split successfully.
  16. Click "Continue" again.
  17. Click Action. In the App event search bar, type in "Smith.ai." Click the option with the orange logo.
  18. For the trigger Event, click "Call Someone (Virtual Receptionist)."
  19. Connect your Zapier account to your Smith.ai account.
    1. 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.
  20. Select "Yes, Continue" after inserting your API Key.
  21. Under Set up action, map your contact fields by pairing data with what is being sent from the webhook by CraftJack.
    1. 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.
    2. 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.
    3. 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).
  22. Once you finish mapping your fields, select "Continue."
  23. In the "Test action" section, select "Skip test." (That will avoid Smith.ai from calling this test lead!)
  24. Once you have confirmed all of the Zap details, publish your Zap and turn it on.

All your CraftJack leads will now be called back by Smith.ai Virtual Receptionists and logged in your Smith.ai account.

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. Follow the steps outlined here.
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:

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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