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
Client Updated
Triggers when a client is updated
Try ItInvoice Updated
Triggers when a invoice is updated
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 Created
Triggers when a client is created.
Try ItNew Invoice Created
Triggers when an invoice is created.
Try ItJob Closed
Triggers when a job is closed
Try It