Connect Smith.ai and Follow Up Boss integrations
Connect Smith.ai and Follow Up Boss with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Smith.ai and Follow Up Boss to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new call summary is created.
Adds tags to a contact.
Applies a selected action plan to a contact.
Creates a new contact.
Creates a new deal.
Sends in a lead or event related to a lead.
Creates a note on a contact.
Creates a task for a contact.
Deletes a contact specified by ID.
Deletes a deal specified by ID.
Deletes a note specified by ID.
Deletes a task specified by ID.
Retrieves a call details specified by ID.
Retrieves a contact details specified by ID.
Retrieves details of a deal specified by ID.
Retrieves details of a note specified by ID.
Retrieves a task details specified by ID.
Logs a call on a contact.
Performs an arbitrary API call.
Updates a client specified by ID.
Updates a deal specified by ID.
Allows to resume or to pause an action plan for a specific contact.
Updates a note specified by ID.
Updates a task specified by ID.
Searches for calls.
Searches for contacts.
Searches for deals.
Searches for notes.
Searches for tasks.
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Build your Smith.ai and Follow Up Boss integrations.
Create custom Smith.ai and Follow Up Boss workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds tags to a contact.
Applies a selected action plan to a contact.
Adds a contact to an outreach campaign. The contact will be called using the Outreach Campaign campaign cadence.
Adds a contact to the virtual receptionist outbound call queue.
Creates a new contact.
Creates a new deal.
Creates a note on a contact.
Creates a task for a contact.
Sends in a lead or event related to a lead.
Popular Smith.ai and Follow Up Boss workflows.
Looking to get more out of Smith.ai and Follow Up Boss? With Make you can visually integrate Smith.ai and Follow Up Boss into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create events in Follow Up Boss from custom webhooks
Automatically create events in Follow Up Boss from custom webhooks, streamlining your workflow and ensuring no important tasks are missed.
TRY IT ->Create new rows in a Google Sheets spreadsheets from new calls in Smith.ai
This template regularly checks for new calls in Smith.ai and uses the retrieved information to create a new row in Google Sheets. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Send messages on Slack from new calls in Smith.ai
This template regularly checks for new calls in Smith.ai and uses the retrieved information to send a message to a predefined Slack channel. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Add Smith.ai calls as a New Prospect to an Outreach Sequence
Every time Smith.ai answers a call from a new lead, this scenario will add them as a Prospect to Outreach and then add that Prospect to a Sequence.
TRY IT ->Send new Follow Up Boss contacts to Google Contacts
Every time a new contact is created on Follow Up Boss, Make will automatically create Contact in Google Contacts.
TRY IT ->Create new rows on Google Sheets for new contacts on Follow Up Boss
Every time new contact added to Follow Up Boss, Make will automatically add selected data to a new row in a Google Sheets spreadsheet. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1pUf8mVdfozW-WDRw3tMS8I-IFES32jy01BYVVLrnlbE/edit?usp=sharing)
TRY IT ->Add new Follow Up Boss contacts for new Jotform submissions
Every time you received new Jotform submission, Make will automatically create Contact in Follow Up Boss.
TRY IT ->Send new Follow Up Boss contacts to Constant Contact
Every time a new contact is created on Follow Up Boss, Make will automatically create a contact in Constant Contact.
TRY IT ->Add new Follow Up Boss contacts to Mailchimp
Every time a new contact is created in Follow Up Boss, Make will automatically create a new Mailchimp subscriber.
TRY IT ->
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