How to Connect Your Capsule CRM account to Smith.ai
How to connect your Capsule CRM account to Smith.ai
1. Email email@example.com with the subject line "Capsule CRM integration request." We will send you a link to authorize Smith.ai within your Capsule CRM account.
2. Open the link, and click "Continue."
3. Click "Allow" on the next screen to grant Smith.ai access to your account.
4. Email firstname.lastname@example.org again to notify us that you have approved access to your Capsule account. We will begin testing the integration and will contact you as soon as we have confirmed that the integration is working properly.
Please note: CRM integration is an add-on feature and will incur an extra fee. Starter, Basic, and Pro plans include one free integration. View current pricing for this and all other add-on services.
How the Smith.ai integration with Capsule CRM works
When a call comes in and a call summary is created, we will create a "Task" in your Capsule CRM account, under the "Call" category. The full call summary will appear in the "Detail" section of the Task.
You can link that Task to a contact, opportunity, or case.
Email us at email@example.com or call us at (650) 727-6484 Monday through Friday between 5am – 6pm PT so that we may assist you.