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How to: Create leads from Smith.ai chats
Get your pre-qualified leads automatically sent from Smith.ai, your virtual phone and web chat receptionist, to your noCRM.io sales pipeline to start streamlining your sales process.
All you need to set it up are Smith.ai, noCRM.io, and Zapier accounts.
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Get Started
Set up your TRIGGER
Set up your ACTION
In order to create a ZAP with Smith.ai, you must request an invitation with an email to support@smith.ai
Connect your TRIGGER App Account and Set Up the Trigger
Sign into your Zapier account and click on the MAKE A ZAP! button at the very top where you will be directed to a new page:
1. Choose the Trigger App: Smith.ai Chat
2. Choose the Trigger: New Chat
3. Connect Zapier to your Smith.ai account if you haven’t already by:
Sign into your Smith.ai/Chat account and click on the link to 'Integrations'
Select Zapier and copy the generated API token to Zapier.
You may also request the support team at Smith.ai to help you connect your Smith.ai account to Zapier.
4. Test the step by creating a new lead in your Smith.ai Chat and you’re done setting up your trigger!
Connect your ACTION App Account and Set Up the Action
1. Choose an Action App: noCRM.io
2. Choose an Action: Create Lead
3. Connect Zapier to your noCRM.io account if you haven’t already by:
Entering your slug/account name (https://ACCOUNT.nocrm.io)
Entering your API Key. Go to your noCRM.io account's Admin Panel, select Webhooks and API, API Keys and click on the Create an API Key button and name it.
4. Customize the retrieved lead in noCRM.io
Based on the lead you tested earlier, select the fields you want noCRM to retrieve information from and prepare the lead's Title and Description. Don't forget to add the tag "Smith.ai" to be able to track the lead's source.
5. Test the step and the Action set up is finished.
Watch How to Automate Creating Leads from Smith.ai Chat to noCRM.io