Help Scout + Smith.ai
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.
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 Created
Triggers when a new conversation is created.
- automatically do this...Find Customer
Finds 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!
- Free forever for core features
- 14 day trial for premium features & apps
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
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
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItSubjectRequired
MailboxRequired
Customer Label
Customer ID
Customer's Email
From User
Thread TypeRequired
TextRequired
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
Trigger Auto Reply
ConversationRequired
CustomerRequired
TextRequired
User
Create as DraftRequired
