How to Connect Smith.ai's Virtual Receptionist Service to Zapier

Crystal Field Updated by Crystal Field

Our Zapier integration helps business owners save time by automating processes that have previously been manual. Imagine taking every caller and adding them to your Google contact list by hand: 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 connects your existing platforms, so you can sync information and initiate workflows. You can use the Smith.ai Zapier integration to add caller information to thousands of applications, like your CRM, Google Sheets, your Google Contacts, and more. The options are endless.

Automated connections, called Zaps, are made up of Triggers and Actions. The Smith.ai app has 1 trigger and 2 actions.

  • The first is a New Call Trigger — which triggers when a new call is completed by a Smith.ai receptionist. (note: Spam calls do not trigger a Zap.)
  • One action is a Call Someone (Virtual Receptionist) — which queues an outbound call request. Once triggered by another application, this action will add a recipient with name, number, email address, call instructions, and timing to the outbound call queue, and we'll give them a call!
  • The second action is Call Someone (Outreach Campaigns Only) — this adds a recipient to an Outreach Campaign. Once triggered, this action will add a recipient with name, number, and email address to the outreach campaign call queue. Our agents will then call them, carrying out your instructions on each call, with your stated objective as their #1 focus — whether we're signing up event registrants, booking appointments with leads, capturing information to assist with the sales process, or more.

You can set up Zaps in minutes with no coding, by automating your day-to-day tasks and building workflows between apps that otherwise wouldn't be possible.

Check out our Best practices with Zapier article for further tips and suggestions on how to use Zapier.

How to connect Smith.ai to Zapier

  1. Go to the Smith.ai dashboard.
  2. Click on the Integrations icon in the lower left corner of your call dashboard or go directly to app.smith.ai/vr/integrations.
  3. Find and click Zapier in the list of integrations.
  4. Click Connect Zapier.
  5. You’ll see your API key immediately on the next screen. Click the blue icon to the left of your API key to copy it to your clipboard. You'll use this API key later.
  6. Now you'll want to navigate to Zapier to complete the setup. Sign up for a Zapier account for free. If you already have one, log in.
  7. Go to your My Apps page at https://zapier.com/app/connections.
  8. Click the Add Connection button in the upper right corner.
  9. Search for “Smith.ai” and choose the Smith.ai app with our red logo.
  10. Your Smith.ai account should now be connected to Zapier. Don’t worry, nothing will happen until you set up a Zap and turn it on.
    Where can I get suggestions on what to set up through Zapier?

Data available to use in your “New Call” Zap

The Smith.ai "New Call" trigger sends default call data keys and values and custom call data keys and values based on your individual call instructions.

Default data keys & fields

The following default call data keys and values are sent to Zapier for all “New Call” triggers:

caller

caller_address

primary_phone

caller_firstname

caller_city

caller_id_text

caller_lastname

caller_state

caller_id_number

agent

caller_zipcode

email

caller_company

priority

summary

reason

client_status

tracking_id_text

disposition

time_created

id

referral_source

Here, you can see a screenshot of what it will look like in Zapier with example values populated:

Extra data

The below data can be turned on if requested by emailing support@smith.ai.

  • summary_recipients_group_name: Target email group.
  • summary_recipients_destinations: Comma-separated emails and phone numbers where the summary is sent.
  • summary_call_actions: A URL pointing to call action views.
  • summary_call_details: A URL pointing to call details. It requires the user to be logged in.
Custom data keys & fields
Due to the advanced nature of customer data keys & fields, they are turned off by default. To enable custom data keys and fields for Zapier, please email support@smith.ai.

The Smith.ai "New Call" trigger can be sent to Zapier, giving you the ability to filter, path, and automate based on all the instruction-specific decisions that receptionists make on calls. Some examples of the types of data that receptionists can capture and send to Zapier include:

  • Case type
  • County
  • Product of interest
  • Favorite Star Trek Captain

FAQ

Note: Your first integration is free. If this is your second integration, you will be prompted to accept a $0.50/call add-on charge. For more information, see our add-on pricing.

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?

How to Connect Smith.ai Chat to Zapier

How to Locate Your Zapier Webhooks URL

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