Loading

SharpSpring + Smith.ai

Initiate outreach campaign calls from Smith.ai when new SharpSpring forms are submitted

Stay responsive to new prospects effortlessly with this integration. When a new SharpSpring form is submitted, this Zapier template will automatically initiate an outreach campaign call from Smith.ai virtual receptionists — based on your criteria — by adding the lead to the outreach campaign. Our agents work to achieve your campaign goals, whether that's setting appointments with new leads, promoting a special offer, registering clients for an event, or more.

Stay responsive to new prospects effortlessly with this integration. When a new SharpSpring form is submitted, this Zapier template will automatically initiate an outreach campaign call from Smith.ai virtual receptionists — based on your criteria — by adding the lead to the outreach campaign. Our agents work to achieve your campaign goals, whether that's setting appointments with new leads, promoting a special offer, registering clients for an event, or more.

  1. When this happens...
    SharpSpringSharpSpring
    New Form Fillout Event

    When a lead fills out a form in SharpSpring.

    TriggerScheduled
  2. automatically do this!
    Smith.aiSmith.ai
    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.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • SharpSpring triggers, actions, and search

    New Account

    A new Account is created in SharpSpring.

    Trigger
    Scheduled
    Try It
    • Account Owner

    • Account NameRequired

    • Industry

    • Phone

    • Number of Employees

    • Website

    • Address

    • City

    • State

    • Country

    Action
    Write
    • Campaign NameRequired

    • Campaign Type

    • Campaign Alias

    • Campaign Origin

    • Quantity

    • Price

    • Goal

    • Other Costs

    Action
    Write
sharpspring logo
sharpspring logo

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.
Learn moreHelp

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
smithai-zapier-app-da100556 logo
smithai-zapier-app-da100556 logo

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.

Related categories