Help Scout + Smith.ai
Help Scout + Smith.ai
Help Scout + Smith.ai integrations
Create customers and conversations in Help Scout from new Smith.ai calls
Business owners need contact information from every caller, including those taken on behalf of the business by Smith.ai receptionists. After new Smith.ai calls, this integration will find or create a customer in Help Scout with the caller's name, company, email, address, and phone number, then create a conversation with the call summary information.
- When this happens...New CallTriggers when a new call is created.
- automatically do this!Create ConversationCreates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
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More things you can do with Smith.ai and Help Scout
Discover other triggers and actions you can use with Smith.ai and Help Scout
- New Call
Triggers when a new call is created.
Try ItTriggerPolling - Campaign IDRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
ActionWrite- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant
- First Name
- Last Name
- NumberRequired
- Email Address
- What should we do?Required
- What if they don't answer?Required
- Language
- When would you like us to call back?Required
- Summary Email
ActionWrite- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- Mailbox
Try ItTriggerPolling- Conversation IDRequired
- TextRequired
- User
ActionWrite
About Help Scout
Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
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About Smith.ai
Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.
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