Zapier

Best Practices with Zapier

The following are tips and suggestions on how you can get the most out of using Zapier for your integration needs. Different plans have different update times. Depending on your Zapier plan , your Za…

Crystal Field
Updated by Crystal Field

Can Smith.ai's Support Team help me set up my Zapier integration?

Can Smith.ai's Support Team help me set up my Zapier integration? Unfortunately no, we are not Zapier experts. You can search for guides in our documentation or dive in and try to set up the integrat…

Crystal Field
Updated by Crystal Field

How much does a Zapier integration cost?

How much does a Zapier integration cost? There are three factors to consider in the cost of a Zapier integration. Smith.ai : Your Smith.ai account comes with one free integration. If Zapier is your s…

Crystal Field
Updated by Crystal Field

How to Automatically Add HubSpot Contacts to Outreach Campaigns

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…

Jessica Paxton
Updated by Jessica Paxton

How to Connect Smith.ai Chat to Zapier

Our Zapier integration helps business owners save tons of time by automating processes that have previously been manual. Imagine taking every chat lead and adding them to your CRM by hand: This and t…

Crystal Field
Updated by Crystal Field

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

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…

Crystal Field
Updated by Crystal Field

How to Locate Your Zapier Webhooks URL

This guide will walk you through how to locate your Zapier Webhooks URL. In doing so, you can connect other apps between each other that work with webhooks but do not natively work with Zapier. This does require that you have a premium Zapier account.

Updated

Initiate a Smith.ai Outreach Campaign Call with Zapier

Get your information ready from Smith.ai. Get your API Key from https://app.smith.ai/vr/settings/account and keep it handy. It should look like a bunch of numbers and letters... Get your Campaign ID...

Jessica Paxton
Updated by Jessica Paxton

Initiate an Outbound Call from Smith.ai when a New WPForm is Submitted using Zapier

This guide will cover how to initiate an outbound call from Smith.ai when a new WPForms form is submitted using Zapier. To get started, you’ll need: A Zapier account. A Smith.ai account & your Smith.…

Jessica Paxton
Updated by Jessica Paxton

Initiate an Outbound Virtual Receptionist call from Smith.ai when a New HubSpot Form is Submitted via Zapier

This guide will cover how to initiate an outbound call from Smith.ai when a new HubSpot form is submitted using Zapier. To get started, you’ll need: A Zapier account. A Smith.ai account & your Smith.…

Jessica Paxton
Updated by Jessica Paxton

Which platforms does Zapier integrate with?

Zapier connects to over 5,000 apps. The most popular to use with Smith.ai are CRMs, case management tools, communication platforms, spreadsheets, contacts, email marketing, calendars, billing, and mo…

Crystal Field
Updated by Crystal Field

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