How to Connect HighLevel and Smith.ai

Jessica Paxton Updated by Jessica Paxton

How the HighLevel + Smith.ai integration works

With this integration, when the agent sends a call summary, the app checks if the contact number exists in HighLevel.

  • If no contact exists, a new contact is created as a lead, and a note with the call details is added
  • If a contact exists, the contact is updated, and a note with the call details is added

Let's see that zoomed-in, so you can see the details provided in every call note:

The call recording and transcript link only shows if that feature is enabled on your account. Call recording and transcription is an add-on service. View current pricing.

How to connect your HighLevel account to Smith.ai

If you’re already a HighLevel agency, getting started is simple.

  1. Go to your Smith.ai Virtual Receptionist Dashboard and select the “Integrations” tab.
  2. Select HighLevel to begin the integration process.
  1. Click the "Connect HighLevel" button.
Smith.ai integration pricing note: Each plan includes one free integration. View current pricing. If you have multiple integrations, you'll be presented with a pop-up window to confirm the pricing changes.
  1. Select the HighLevel account you'd like to connect.
    Agency partners will be able to select any sub-account. Please take extra caution that you are connecting the correct Smith.ai account and HighLevel account.
  2. 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 HighLevel will be live! 

Need help? 

Please reach Smith.ai Support at (650) 727-6484 or support@smith.ai.

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