Initiate outreach campaign calls from Smith.ai for new Follow Up Boss Contacts
Forget manual imports. When a new contact is added to Follow Up Boss, this integration automatically adds that contact to your Smith.ai outreach campaign. Smith.ai agents will call that contact to achieve your campaign goals, whether that's setting appointments, promoting a special offer, registering clients for an event, or anything else. Then, you can change the stage of the contact in Follow Up Boss.
Forget manual imports. When a new contact is added to Follow Up Boss, this integration automatically adds that contact to your Smith.ai outreach campaign. Smith.ai agents will call that contact to achieve your campaign goals, whether that's setting appointments, promoting a special offer, registering clients for an event, or anything else. Then, you can change the stage of the contact in Follow Up Boss.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this...Call Someone (Outreach Campaign Only)
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, and we'll give them a call!
⚠️ This is for Outreach Campaign Accounts only. This will not work for a regular Virtual Receptionist account. Use the Call Someone (Virtual Receptionist) Zap for that.
- then do this!Change Stage of a Contact
Changes the stage of an existing contact.
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