How to Connect Keap (formerly Infusionsoft) to Smith.ai

How the Keap + Smith.ai integration works

With this integration, after every call, Smith.ai will:

  • Add new a lead if the caller does not exist in Keap
  • Tag callers with "Smith.ai"

  • Find an existing contact and add the call information as a note in the contact activity section
  • Show Smith.ai calls in your Recent Activity feed on the home page

How to connect your Keap account to Smith.ai

If you’re already a Keap user, getting started is simple!

  1. Go to the Integrations section of your Smith.ai virtual receptionist dashboard.
  2. Select the Keap tile to begin the integration process.
  3. Press the "Connect Keap" button.
    Smith.ai integration pricing note: Each plan includes one free integration. View current pricing. Additional integrations will see a pop-up letting you know of the billing impact.
  1. That’s it! Once you’ve completed the last step, you'll be presented with a confirmation page and the integration between your Smith.ai account and Keap will be live! 

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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