Connect CASEpeer to Smith.ai Using Zapier

Jessica Paxton Updated by Jessica Paxton

Our Zapier integration helps business owners save tons of time by automating processes that have previously been manual. Imagine sending every lead request to Smith.ai for follow up: This and thousands of other processes can be automated through Zapier, taking the manual work off your hands so you can get back to work.

What is Zapier?

Zapier is a platform that connects applications to each other. You can use it to automate data capture, workflows, alerts, tasks, and more. "Zaps," as Zapier calls them, are made up of Triggers and Actions. Smith.ai's Zapier integrations include Triggers and Actions. Here we'll explain how to get started.

What you’ll need:

  • A Zapier account
  • A Smith.ai account & your Smith.ai API key
  • A CASEpeer account & your CASEpeer API key

Connecting Smith.ai Calls and CASEpeer

  1. Sign up for a Zapier account for free. If you already have one, log in.
  2. Go to the CASEpeer + Smith.ai 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 Lead (CASEpeer) as the action.
  4. Press the Connect CASEpeer + Smith 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.
    Connect CASEpeer and Smith.ai via Zapier
  6. Connect CASEpeer and Smith.ai to your Zapier account by following the prompts.
    1. Connecting CASEpeer: More information on connecting CASEpeer can be found here.
    2. Connecting Smith.ai: More information can be found here.
      Connect your Smith.ai account
  7. Customize the Zap to meet your business needs.
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.
  1. Test the Zap.
  2. Turn on the Zap.

Additional Resources:

Create a Zap with Zapier (CASEpeer article)

Connecting Smith.ai to Zapier

Activating the Zapier Integration in CASEpeer

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.

How did we do?

Booking Appointments for Clients and Using Clio

How to Automatically Forward Third-Party Leads via Email to Smith.ai for Outbound Calls

Contact