How to Connect Nutshell CRM and Smith.ai for Outreach Campaigns

Our Zapier integration helps business owners save tons of time by automating processes that have previously been manual. This guide will walk you through how to connect Nutshell and Smith.ai via Zapier to automatically place an Outreach Campaigns call to a new lead.

Prerequisites

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

Request a Smith.ai Outreach Campaign Call from Nutshell

When a new lead is added to Nutshell, it will request an Outreach Campaign call to that customer.

Instructions
  1. From the drop down menu on the left hand side, click on the orange "Create Zap" button.
  2. Name your Zap. An example might be "Nutshell to Smith.ai."
  3. Under Trigger, search for "Nutshell" and select the option that appears.
  4. Under Event, choose the event you'd like to act as the trigger for the call. A common example with Nutshell is when a "New Lead" is created.
  5. Select Continue. If you're not already signed into your Nutshell account, it will prompt you to do so.
  6. Move to the Action step.
  7. In the search bar, type "Smith.ai" and select the option with the orange logo.
  8. Connect your Smith.ai account. More information can be found here.
  9. Under Event, choose "Call Someone (Outreach Campaigns Only)."
  10. Select Continue. If you're not already signed into your Smith.ai account, it will prompt you to do so.
  11. Map your fields.
    1. Add the Campaign ID for the Outreach Campaign you want to send leads.
    2. Map the required contact information fields.
    3. Click here for more information on passing additional data to your Outreach Campaign.
  12. Test the Zap.
  13. Name the Zap.
  14. Turn on the Zap.

Additional Resources:

How to Connect to Smith.ai Virtual Receptionists

If you subscribe to Smith.ai Virtual Receptionists, you can set up a Zap in Zapier to trigger a call for this separate service. In the "Choose app and events" step, instead of selecting "Call Someone (Outreach Campaign Only)," you'll select "Call Someone (Virtual Receptionist)." Follow the same steps as above. When mapping your fields, include directions for what the Smith.ai virtual receptionist should do on the call — including how to handle the call, language, and callback time. If you'd like, you can set these to default instructions. Follow the remaining steps to save the Zap and turn it on.

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.

How did we do?

How to Connect Marketo to Smith.ai Outreach Campaigns

How to Connect Salesforce Marketing Cloud Account Engagement (Pardot) to Smith.ai Outreach Campaigns

Contact