How to Connect Your Agile CRM Account to Smith.ai

Crystal Field Updated by Crystal Field

Smith.ai integrates with Agile CRM so callers' contact information and post-call summaries are instantly added to your Agile CRM account after each call. Smith.ai's receptionists can also book appointments directly in your Agile CRM calendar.

Below, we explain how the integration works and a few simple steps for getting set up.

How the Agile CRM + Smith.ai integration works

When your Agile CRM account is connected to Smith.ai, our receptionists can:

  • Create a new contact with the name, phone, and email address
  • Attach a call summary to the contact's timeline 
  • Book appointments on your calendar

A new contact record created by a receptionist after a call will look something like this:

After a call is completed, the call summary will appear on the contact's timeline like this:

Here's a zoomed-in look at the call details shown in the Notes tab:

How to connect your Agile CRM account to Smith.ai

If you're already an Agile CRM user, getting started is simple: 

  1. Copy and paste this link into your browser: https://yourdomain.agilecrm.com/#analytics-code (replace "yourdomain" with your actual domain)
  2. Go to Admin Settings, and then click on "Developers & API."
  3. Copy your Rest API key, your Agile CRM account holder email, and your Agile CRM domain and email them to us at support@smith.ai with the subject line, "Agile CRM Integration."
  4. That's it! We'll let you know as soon as the integration setup is complete, typically within 1 business day. Once your accounts are linked, you'll see Agile CRM contacts and call summaries added by your receptionists after each call.

If you'd like to have Smith.ai receptionists book appointments on your Agile CRM calendar, we'll need your calendar link. Please follow these steps:

  1. Copy and paste this link into your browser: https://yourdomain.agilecrm.com/#analytics-code (replace "yourdomain" with your actual domain)
  2. Go to Admin Settings, and then click on "Preferences."
  3. Copy your "Scheduling URL" and email it to us at support@smith.ai with the subject line, "Agile CRM Calendar Link." Please include specific directions for our receptionists to follow when booking your appointments.
    agile crm calendar
  4. That's it! We'll let you know as soon as we're ready to begin booking appointments for you, typically within 1 business day. 

Please note: Each plan includes one free integration. CRM integrations are not available for Essential plans. View current pricing.

Contact Smith.ai for assistance

Not sure how you can best leverage the Agile CRM integration with your Smith.ai receptionists? We're happy to discuss implementation options and best practices. Please reach Smith.ai Support via phone at (650) 727-6484 or via email at support@smith.ai.

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