Jobber + Smith.ai
Create clients in Jobber from new Smith.ai calls
Service business owners need contact information from every caller, including those taken by Smith.ai receptionists. Grab that easily with this Zap. After new Smith.ai calls, this integration will automatically create a client in Jobber with the caller's name, company, email, address, and phone number.
Service business owners need contact information from every caller, including those taken by Smith.ai receptionists. Grab that easily with this Zap. After new Smith.ai calls, this integration will automatically create a client in Jobber with the caller's name, company, email, address, and phone number.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Client
Creates a new client.
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New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
New Invoice
Triggers when an invoice is created.
Try ItNew Quote Approval
Triggers when a quote approval is created.
Try It
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
New Client
Triggers when a client is created.
Try ItNew Job Completion
Triggers when a job completion is created.
Try ItNew Quote
Triggers when a quote is created.
Try It