How to Connect Smith.ai and Close CRM using Make

Tim Fischer Updated by Tim Fischer

Our Make integration helps business owners save time by automating processes that are typically done manually.

This guide will walk you through connecting Smith.ai and Close CRM using Make. In doing so, calls received by Smith.ai will create a new lead in Close CRM.

Prerequisites

To use Make to connect Smith.ai and Close CRM, you will need:

Create a New Lead in Close CRM after each new Smith.ai call

  1. Sign up for a Make account. If you already have one, log in.
  2. From the Make dashboard, click Create a new scenario.
  3. Name your Scenario. An example could be "Connect Smith.ai to Close CRM."
  4. Click the giant + sign. Use the search bar, type in "Smith.ai" and select "Smith.ai", then "Watch New Calls" from the menu.
  5. Connect your Smith.ai account.
    1. You'll need to add your API key when prompted. You can get your API key in your Smith.ai Call Dashboard under Integrations. Click here for further instructions on how to connect Smith.ai to Make.
  6. In your Make scenario, click "Add" in the Smith.ai module and paste your API key, then click "Save".
  7. In your Make scenario, click the "add another module" button on the right side of your Smith.ai module. Search for and add "Close CRM". Select "Create a Lead" from the list of available actions and triggers.
  8. Connect your Close CRM account. For more information, click here.
  9. Map your fields from the Smith.ai module into the Close CRM record fields to meet your business needs. You can have any fields you would like, but to get started we recommend:
    • Name
    • Phone Number
    • Email
    • Description (you can link the full call summary in this field)
    Your scenario will have fields that match those of your Close CRM configuration. They may differ from the screenshot below.
  10. Once you finish mapping your fields, select "Ok."
  11. Turn your scenario on (or save it if it's already on).

All your Smith.ai calls will now be added as new records in Close CRM.

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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