How to Connect Daylite to Smith.ai

Updated 3 months ago by Kelsey Johnson

You can have new leads from Smith.ai logged as prospective clients in your Daylite account using Zapier. Here's how:

  1. Sign into Zapier and create a new Zap.
  2. Connect your Smith.ai or Smith.ai Chat account to Zapier via invitation.
    1. How to connect Smith.ai to Zapier
    2. How to connect Smith.ai Chat to Zapier
  3. Set up a trigger with Smith.ai. Attach your account with the API key, and test it to grab data (you’ll need to have one recent call or chat).
  1. Next, set up your Zap’s action. Choose app Daylite and action “Create Person.”
  2. Then follow Zapier's instructions for connecting your Daylite account.
  3. Customize your Person with the account data. For example, in this case I’ve set up the lead to be populated with:
  • First Name: {{Guest First Name}}
  • Last Name: {{Guest Last Name}}
  • Category: Client Prospect
  • Keywords: Smith.ai (I set this keyword up in Daylite)
  • Details: {{Transcript}}
  • Email Address: {{Guest Email}}
  • Phone Number: {{Guest Phone}}

Daylite's input fields are extensive. Look through your call or chat data and see if you want to add additional information useful for your business.

A screenshot of the Zapier dashboard showing Daylite input fields populated with Smith.ai data.
  1. Click "Test Zap" and then turn it on. Give it a name like “Add Smith.ai Leads to Daylite.”
  2. Test your Zap again with a test chat or call. Make sure you’re getting the information you need in your Daylite account.

Note: One integration is included in every Smith.ai plan. If you already integrate with another platform, the Zapier integration will incur an additional fee. See current pricing for details.

Are you interested in a direct integration between Smith.ai and Daylite? Please let us know by filling out our integration request form.


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