How to Connect Smith.ai and SharpSpring

Tom Armitage Updated by Tom Armitage

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

Prerequisites

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

Create/update leads in SharpSpring from new Smith.ai calls

We created this pre-made template to create customers and conversations in SharpSpring after Smith.ai calls.

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

  2. Connect your Smith.ai and SharpSpring accounts to your Zapier account by following the prompts.
  3. Since you started with a template, most fields will already be populated. Customize the Zap details to meet your business needs.
  4. Test the Zap.
  5. Name the Zap.
  6. Turn on the Zap.

Request an outbound Smith.ai call from SharpSpring

We created this premade template to connect SharpSpring to Smith.ai. When a specified action takes place in SharpSpring, it will request an outbound call to that customer. Examples include when a new lead is created, when a new opportunity is created, or when a lead visits a specific page.

Important: This action integrates with the SharpSpring rule engine via has the field trigger. Any field that is updated through Zapier will execute workflows through SharpSpring this way.
Instructions
  1. Click "Use this Zap" in the below template.

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

Making a Custom Smith.ai and SharpSpring Zap

Keep your business operations running smoothly with a custom zap connecting Smith.ai and SharpSpring. 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 + SharpSpring Zapier Integrations page.
  3. Choose the action and trigger from the options displayed. In the example below, we've chosen New Call (Smith.ai) as the trigger and Create/Update Lead (SharpSpring) as the action. However, you can use any combination of triggers and actions that fit your business needs.
  4. Press the Connect Smith.ai + SharpSpring 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.
  6. Connect your Smith.ai and SharpSpring accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai. Click here for more information.
    2. Connect SharpSpring. More information can be found here.
  7. Customize the Zap to meet your business needs.
  8. Test the Zap.
  9. Name the Zap.
  10. Turn on the Zap.

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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