How to Automatically Add HubSpot Contacts to Outreach Campaigns

Jessica Paxton Updated by Jessica Paxton

Looking for an easier way to respond to new contacts? This Zap can help. Set it up to automatically initiate outreach campaign calls from Smith.ai to a contact, as soon as they're added to a specific list in HubSpot.

Prerequisites

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

  • A Zapier account
  • A Smith.ai Outreach Campaign account
  • Your Smith.ai Outreach Campaign API key
  • The specific Outreach Campaign ID you want to add contacts to
  • A HubSpot account

Add new HubSpot contacts to an Outreach Campaign when added to a new list in Hubspot

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

  2. Connect your Smith.ai and HubSpot accounts to your Zapier account by following the prompts.
    1. Connect HubSpot by clicking Sign in.
    2. Connect Smith.ai. More information can be found here.
  3. Since you started with a template, most fields will already be populated. Customize the Zap to meet your business needs.
    1. Customize the Trigger to specify which list to send to Outreach Campaigns.
    2. Customize the Action. It's required that you put in your individual Smith.ai Campaign ID. If you'd like to send passthrough data from Hubspot into Smith.ai, you can do so by linking that data in the Additional Data Fields (optional).
  4. Test the Zap.
  5. Name the Zap. Here's an example: "Connect HubSpot Contacts to Smith.ai"
  6. Turn on the Zap.

Now, when new contacts enter the specific Hubspot list that you've identified, they will automatically be called by Smith.ai based on your outreach campaign details.

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 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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