Smith.ai + Zoho CRM + Filter by Zapier
Initiate outbound virtual receptionist calls from Smith.ai when new Zoho CRM leads are created
When a new Zoho CRM lead is created, you'll want to reach out to them as quickly and efficiently as possible. That's where this Zap comes in, automatically initiating an outbound virtual receptionist call from Smith.ai for each new Zoho CRM lead, as soon as they are created.
When a new Zoho CRM lead is created, you'll want to reach out to them as quickly and efficiently as possible. That's where this Zap comes in, automatically initiating an outbound virtual receptionist call from Smith.ai for each new Zoho CRM lead, as soon as they are created.
- When this happens...New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- 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!
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
