Help Scout + Smith.ai
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.
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 Call
Triggers when a new call is created.
- automatically do this!Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
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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
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try It
