How to Connect Follow Up Boss Leads to Smith.ai Outreach Campaigns

Our Zapier integration helps business owners save time by automating processes that have previously been manual. This guide will walk you through connecting Follow Up Boss and Smith.ai via Zapier.

Using this guide, you can:

Prerequisites

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

Request a Smith.ai Outbound Call from Follow Up Boss

We created this premade template so that you can request Smith.ai place an outbound call via Follow Up Boss. When you create a new conversation that matches the Zap trigger parameters, it will first pull the associated customer information, then request an outbound call to that customer.

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

  2. Connect your Smith.ai and Follow Up Boss accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai. More information can be found here.
    2. Connect Follow Up Boss. 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.
    1. We recommend adding the following customizations to the Smith.ai Action:
  4. Test the Zap.
  5. Name the Zap.
  6. Turn on the Zap.

Making a Custom Smith.ai and Follow Up Boss Zap

Keep your business operations running smoothly with a custom Zap connecting Smith.ai and Follow Up Boss. 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 + Follow Up Boss 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 Add Collaborators (Follow Up Boss) as the action. However, you can use any combination of triggers and actions that fit your business needs.
  4. Press the Connect Smith.ai + Follow Up Boss 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 Follow Up Boss accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai. More information can be found here.
    2. Connect Follow Up Boss. 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:

Follow Up Boss's Zapier Article

Connecting Smith.ai to Zapier

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.

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