How to Connect Your Capsule CRM Account to Smith.ai Chat

Crystal Field Updated by Crystal Field

Smith.ai's receptionists can staff live chat on your website 24/7 in addition to handling your phone calls. Now, with our Capsule CRM integration, we can immediately pass contact information and transcripts from web chats into your Capsule account as a new task, which you can then associate with a contact, opportunity, or case. It's never been easier to keep track of and communicate with new and existing contacts who visited your website.

How it works

When you integrate your Smith.ai Chat account with your Capsule CRM account, the web visitor's contact information and their chat transcript are added as a new task immediately after the chat has ended.

From there, you can associate the chat with a contact, opportunity, or case.

How to connect your Capsule CRM account to Smith.ai Live Chat

(The directions below assume you have an active Capsule CRM account. If you don't have one, go get one, and then return to these directions!)

1. Once you have a Smith.ai Chat account, log in at app.smith.ai and go to https://app.smith.ai/chat/integrations. Under "All Integrations," click on Capsule CRM.

2. Click "Connect."

3. Review the add-on fee (at the time of writing, $.50/chat) and click "Add to plan" to accept the fee and continue with the integration.

4. Click "Continue," and then "Allow," to give Smith.ai access to your Capsule account.

That's it! Once your account is successfully connected to Smith.ai Chat, you'll see Capsule CRM listed under the "Connected" category within the Integrations menu. You can connect or disconnect integrations at any time.

Please note: Your first CRM integration is free. Any additional CRMs will incur an extra fee. View current pricing for this and all other add-on services.

How to request a new integration with Smith.ai Live Web Chat

Capsule CRM is just one of the integrations that we have enabled for Live Chat. From CRMs to online calendaring programs, we build integrations based on client demand. Please take a look at all of our active integrations here, and then if you don't see the program you use, request a new integration. We will do our best to implement it for you!

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 live chat 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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