Help Scout + Smith.ai
Help Scout + Smith.ai
Help Scout + Smith.ai integrations
Initiate outbound virtual receptionist calls from Smith.ai when new Help Scout conversations are created
Automatically initiate an outbound virtual receptionist call from Smith.ai when a new Help Scout conversation is created. Using this Zapier template will help you achieve your goals, whether that's setting appointments with new leads, requesting feedback, registering clients for an event, or more.
- When this happens...Conversation CreatedTriggers when a new conversation is created.
- automatically do this...Find CustomerFinds customer by email.
- then do this!Call Someone (Virtual Receptionist)Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!
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More things you can do with Help Scout and Smith.ai
Discover other triggers and actions you can use with Help Scout and Smith.ai
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- Mailbox
Try ItTriggerPolling- Conversation IDRequired
- TextRequired
- User
ActionWrite- First NameRequired
- Last NameRequired
- Email
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
ActionWrite
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- SubjectRequired
- MailboxRequired
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread TypeRequired
- TextRequired
- StatusRequired
- Assigned User
- Tag
- Cc
- Bcc
- Import OnlyRequired
- Trigger Auto Reply
ActionWrite- ConversationRequired
- CustomerRequired
- TextRequired
- User
- Create as DraftRequired
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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