How to Connect Your Infusionsoft (now Keap) Account to Smith.ai
Infusionsoft (now Keap) is a well known program for customer information management and marketing automation, with many small businesses relying on it to not only keep track of client records, but also convert leads via nurturing campaigns. Since Smith.ai receptionists often field calls from both potential and existing clients, it was important for us to enable a connection between our system and Infusionsoft (now Keap), so small businesses using Smith.ai can keep their data in sync.
Now, when calls are completed, contact information is automatically updated and next steps happen without delay. For example, you can instantly assign new leads to an email marketing campaign geared towards converting them into new clients. The integration also eliminates time-consuming copy-and-paste grunt work, and the human data-entry errors that inevitably result from it.
(Tip: If you use AppointmentCore, you can share your calendar booking links with Smith.ai and our receptionists will book appointments for prospective and existing clients, further automating your workflows.)
These automations don't leave you in the dark, however — after every call, you'll still receive an email or text message with a post-call summary, along with a daily report that summarizes all the calls your receptionists handled that day.
How Smith.ai Integrates with Infusionsoft (now Keap)
Smith.ai connects to a webhook to a Zapier catch-all endpoint. This endpoint connects to your Infusionsoft (now Keap) account.
The webhook allows us to pass all of the call information into your records, including the caller's name, email, phone number, and address, as well as the call summary, disposition, priority, and call type (e.g., personal, business, spam, or wrong number).
Here's what the workflow looks like in Zapier:
Here's what the workflow looks like in Infusionsoft (now Keap):
Within Infusionsoft (now Keap), under your "Data" settings, you'll find your Smith.ai data fields for Disposition and Status:
Get Started with an Infusionsoft (now Keap) Integration
Unlike most of our other integrations, the Smith.ai integration with Infusionsoft (now Keap) requires working with an Infusionsoft (now Keap) certified consultant.
- If you already work with an Infusionsoft (now Keap) consultant: Email us at firstname.lastname@example.org with your consultant cc'ed, and we will work with them to connect your accounts on both platforms.
- If you don't yet work with an Infusionsoft (now Keap) consultant: We recommend Kelsey Bratcher at Hired Gun Solutions, the same person who implemented the integration in the example above. Kelsey can be reached at email@example.com. Please cc firstname.lastname@example.org when you reach out to him.
Please note: Each plan includes one free integration. CRM integrations are not available for Essential plans. View current pricing.
Questions? Contact us.
If you're not sure how this integration will work or if you'd like advice on getting the most of an integration, get in touch with Smith.ai Support at email@example.com. We're available Monday through Friday, 5am – 6pm PT