How to Connect Your Rocket Matter Account to Smith.ai
How does the Smith.ai and Rocket Matter API integration work?
If you currently use Rocket Matter, integration means that after each call, the call notes with the caller's name, number, and message will appear as a new Rocket Matter message in the Messages section of your dashboard. You can then add this information to an existing client record or create a new client record.
You’ll still receive texts and emails from Smith.ai after every incoming call, as well as a daily summary of all calls, so you can determine whether to call clients back immediately or later on.
How to connect your Smith.ai account to Rocket Matter
Already using Rocket Matter? Great! Just email us at firstname.lastname@example.org to receive your authorization link.
Please note: CRM integration is an optional add-on service and will incur an extra fee. View current pricing for this and all other add-on services.
If you have additional questions or need assistance connecting your Smith.ai account to Rocket Matter, please call us at (650) 727-6484 or email us at email@example.com, Monday through Friday between 5am – 6pm PT