How to Connect Smith.ai and Airtable using Zapier

Tim Fischer Updated by Tim Fischer

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

Prerequisites

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

  • A Zapier account
  • A Smith.ai Virtual Receptionist account
  • An Airtable account
This article assumes you already have an Airtable setup with the fields you want to capture. If you haven't done so, create your Airtable base before continuing. You can find the default data available here or request to use custom data keys and fields collected during Smith.ai calls.

Create a Record in Airtable after each new Smith.ai call

  1. Go to the Smith.ai + Airtable Zapier Integrations page.
    1. Select "New Call" as your trigger, "Create Record" as your Action, and click "Connect My Apps".
  2. Connect your Smith.ai Virtual Receptionist and Airtable accounts to your Zapier account by following the prompts.
  3. Connect Smith.ai. More information can be found here.
  4. Connect Airtable.
  5. Customize the Zap to meet your business needs. You can have any fields you would like, but to get started we recommend:
    • Name
    • Phone Number
    • Email
    • Notes (you can link the full call summary in this field)
    Your Zap will have fields that match those of your Airtable base and table. They may differ from the screenshot below.
  6. Test the Zap.
  7. Name the Zap.
  8. Turn on the Zap.

Making a Custom Smith.ai and Airtable Zap

Keep your business operations running smoothly with a custom zap connecting Smith.ai and Airtable. 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 + Airtable 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 Record (Airtable) as the action. However, you can use any combination of triggers and actions that fit your business needs.
  4. Press the Connect My Apps button.
    Note: If you are not logged into Zapier, you will be prompted to do so.
  5. Connect your Smith.ai and Airtable accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai. More information can be found here.
    2. Connect Airtable.
  6. Customize the Zap to meet your business needs.
  7. Test the Zap.
  8. Name the Zap.
  9. 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.

How did we do?

How to Connect Smith.ai and Airtable using Make

How to Connect Smith.ai and Close CRM using Make

Contact