Unbounce integration with Formatter by Nekton
How to Initiate outreach campaign calls from Smith.ai from new Unbounce form submissions
Set up this Nekton integration to streamline your follow-up workflows. This integration automatically requests an outreach campaign call from Smith.ai when a new Unbounce form is filled out. Smith.ai receptionists reach out immediately, initiate a conversation, and carry out desired actions. For example, our agents can thank donors for charitable contributions, complete new client intake, and schedule appointments.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Initiate outreach campaign calls from Smith.ai from new Unbounce form submissions" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Smith.ai integrations
Set up this Nekton integration to streamline your follow-up workflows. This integration automatically requests an outreach campaign call from Smith.ai when a new Unbou...
Automatically initiate an outbound virtual receptionist call from Smith.ai when a new Unbounce form is submitted. Using this Nekton template will help you achieve your...
Smith.ai actions
Nekton can use any feature that is available in Smith.ai API.
Using our advanced AI, you can easily create custom automations for Smith.ai.
Here are some typical actions you can do in your automated workflows.
Call Someone (Outreach Campaign Only)
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!
New Call
Triggers when a new call is created.
About Smith.ai
Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.