How to Connect Smith.ai and AccuLynx

Tim Fischer Updated by Tim Fischer

Our Zapier integration helps business owners save tons of time by automating processes that have previously been manual. This guide will walk you through connecting Smith.ai and AccuLynx via Zapier. Using this guide, you can:

Prerequisites

To use our Zapier integration to connect Smith.ai and AccuLynx, you will need:

  • A Zapier account
  • A Smith.ai Virtual Receptionist account
  • An AccuLynx account

Create a Lead in AccuLynx after each new Smith.ai call

We created this premade template to create a lead in AccuLynx after Smith.ai calls.

  1. Click "Use this Zap" in the below template.

  2. Connect your Smith.ai Virtual Receptionist and AccuLynx accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai. More information can be found here.
    2. Connect AccuLynx. You will need to insert your AccuLynx API key in the pop-up authorization page in Zapier. More information can be found here.
  3. Since you started with a template, most fields will already be populated. Customize the Zap to meet your business needs.
  4. Test the Zap.
  5. Name the Zap.
  6. Turn on the Zap.

Making a Custom Smith.ai and AccuLynx Zap

Keep your business operations running smoothly with a custom zap connecting Smith.ai and AccuLynx. Create custom automation by choosing triggers, actions, and searches.

  1. Sign up for a Zapier account for free. If you already have one, log in.
  2. Go to the Smith.ai + AccuLynx Zapier Integrations page.
  3. Choose the action and trigger from the options displayed. In the example below, we've chosen New Call (Smith.ai) as the trigger and Create Lead (AccuLynx) as the action. However, you can use any combination of triggers and actions that fit your business needs.
  4. Press the Connect My Apps button.
    Note: If you are not logged into Zapier, you will be prompted to do so.
  5. Connect your Smith.ai and AccuLynx accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai. More information can be found here.
    2. Connect AccuLynx. You will need to insert your AccuLynx API key in the pop-up authorization page in Zapier. More information can be found here.
  6. Customize the Zap to meet your business needs.
  7. Test the Zap.
  8. Name the Zap.
  9. Turn on the Zap.

Additional Resources:

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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