How to Connect Your ActiveCampaign Account to Smith.ai

Crystal Field Updated by Crystal Field

ActiveCampaign is a CRM built for small businesses, offering tools for both contact record management and marketing and sales automation.

Smith.ai now integrates with ActiveCampaign so callers' contact information and post-call summaries are logged in your records instantly after each call. New contacts are added and existing contacts are updated, with full transparency that these activities came from Smith.ai. 

How the ActiveCampaign + Smith.ai integration works

When your ActiveCampaign account is connected to Smith.ai, our receptionists can:

  • Create a new contact with the name, phone, and email address
  • Update an existing contact (as long as a valid email is provided)
  • Add a call summary to the contact's Notes

A contact record that is created or updated by a receptionist after a call will appear in your account like the screenshot below. Check out how the call summary appears in the contact's Notes section. The activity is also logged on the right side of the screen, and you'll see new activities appear any time a contact is updated or notes are added. These activities will be attributed to the "Smith" user.

How to connect your ActiveCampaign account to Smith.ai

If you're already an ActiveCampaign user, getting started is simple: 

  1. Log in to your Active Campaign account.
  2. Go to Settings, and then click on "Developer."
  3. Under "API Access," copy the URL and Key and paste them into an email to support@smith.ai with the subject line, "ActiveCampaign Integration."

That's it! We'll let you know as soon as the integration is complete, typically within 1 business day. Once your accounts are linked, you'll see ActiveCampaign contacts and call summaries added and updated by your receptionists after each call.

Please note: Each plan includes one free integration. CRM integrations are not available for Essential plans. View current pricing.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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