How to Connect noCRM.io to Smith.ai

Luis Santiago Updated by Luis Santiago

You can have new leads from Smith.ai logged in your noCRM.io dashboard using Zapier. Here's how:

  1. Sign in to Zapier and create a new Zap.
  2. Connect your Smith.ai or Smith.ai Chat account to Zapier via invitation.
    1. How to connect Smith.ai to Zapier
    2. How to connect Smith.ai Chat to Zapier
  3. Set up a trigger with Smith.ai. Attach your account with the API key, and test it to grab data (you’ll need to have one recent call or chat).
  1. Next, set up your Zap’s action. Choose app noCRM.io and action “Create Lead.”
  1. Follow Zapier's instructions for getting your noCRM.io API key and use it to connect your account. You can find your key at: https://[YOUR ACCOUNT].nocrm.io/admin/api_keys
  2. Customize your lead with the account data. For example, in this case I’ve set up the lead to be populated with:
  • Title: “New Smith.ai Lead: {{lead’s first name}} {{lead’s last name}}
  • Description:
    “First Name: {{lead’s first name}}
    Last Name: {{lead’s last name}}
    Website: {{url of website where chat happened}}
    Transcript: {{chat transcript}}

    You can also optionally add tags or insert a custom created date using the date/time the call or chat happened.
  1. Click "Test Zap" and then turn it on. Give it a name like “Add Smith.ai Leads to noCRM.io.”
  2. Test your Zap again with a test chat or call. Make sure you’re getting the information you need in your CRM.

Note: One integration is included in every Smith.ai plan. If you already integrate with another platform, the Zapier integration will incur an additional fee. See current pricing for details.

Are you interested in a direct integration between Smith.ai and noCRM.io? Please let us know by filling out our integration request form.

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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