How to Connect Actionstep to Smith.ai

Hugo Michel Updated by Hugo Michel

How the Actionstep + Smith.ai integration works

When you connect Smith.ai with Actionstep, all calls handled by Smith.ai’s Virtual Receptionists will now appear in your Actionstep account. With this integration, after every call, Smith.ai will:

  • Create a new contact for callers that don’t exist in your Actionstep account
  • Add the call details (including a link to the call recording and transcript, if applicable) as a phone message

How to connect your Actionstep account to Smith.ai

If you’re already an Actionstep user, getting started is simple.

  1. Go to your Smith.ai Virtual Receptionist dashboard and select the “Integrations” tab.
  2. Find and select Actionstep to begin the integration process.
  3. Press the "Connect Actionstep" button.
  4. You'll be redirected to log into your Actionstep account. Enter your Actionstep username and password, then press "Sign in". This authorizes Smith.ai to connect to your Actionstep System.
  5. That’s it! Once you’ve completed the last step, you'll be returned to the Actionstep Integration page and will see the "connect" button has changed to "disconnect." This confirms that the integration between your Smith.ai account and Actionstep is live!
Smith.ai integration pricing note: Each plan includes one free integration. View current pricing. Additional integrations will see a pop-up letting you know of the billing impact.

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.

How did we do?

How to Automatically Forward Third-Party Leads via Email to Smith.ai for Outbound Calls

How to Connect Angi (Formerly Angie's List) Leads to Smith.ai for Outbound Calls (using Zapier)

Contact