Integrations

42 articles

​Integrations: CRM, Marketing Software, and Ticketing Programs

Smith.ai integrates with most major CRMs, as well as popular marketing software and support ticketing programs. We add new ones often and also by request, so please email us at support@smith.ai if yo…

Updated 1 month ago by Justin Maxwell

How to use MyCase Intake Forms with Smith.ai

Note : We now integrate with MyCase ! If you would like to connect your Smith.ai account please reach out via email to our team at support@smith.ai to request your MyCase integration URL. Once your r…

Updated 1 week ago by Crystal Field

How to Connect Your MyCase Account to Smith.ai

How the MyCase + Smith.ai integration works. With this integration, after every call, Smith.ai can now: Add calls in the Call Log, under Communications. Add call details and receptionists' summaries…

Updated 2 weeks ago by Maddy Martin

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 al…

Updated 1 month ago by Maddy Martin

How to connect Actionstep to Smith.ai using Zapier

Actionstep is a cloud-based legal practice & case management software with everything you need to run your entire law firm. If you use Actionstep for practice management, you can connect it to Smith.…

Updated 1 month ago by Kelsey Johnson

How to connect your GlossGenius scheduling link to your Smith.ai account

When you create a GlossGenuis account, it comes with a website with a unique link that you can send to your clients or post it publicly. We will need this link to attach to your Smith account, so you…

Updated 2 months ago by Maddy Martin

How to Send Calls from WhatConverts to Smith.ai

WhatConverts makes it easy to attribute sales to traffic sources based on phone calls, chats, forms, and transactions. In this help doc, we will go over a few different ways that you can set up call…

Updated 3 months ago by Maddy Martin

How to use Filevine with Smith.ai

Please note: Lead qualification, intake, scheduling are not currently available with Essential plans. Your Smith.ai receptionists can work with your Filevine forms and calendar to bring greater effic…

Updated 3 months ago by Maddy Martin

How to Use Smith.ai Receptionists for Lead Qualification & Client Intake

Please note: Lead qualification, intake, scheduling are not currently available with Essential plans. Are you getting the most out of your Smith.ai service? Our virtual receptionists are capable of s…

Updated 3 months ago by Maddy Martin

How to Connect Your HubSpot Account to Smith.ai

Thanks to HubSpot's open API, Smith.ai receptionists can make data management and client follow-up even easier for you with streamlined workflows between your callers and your HubSpot account. How th…

Updated 4 months ago by Maddy Martin

How to identify and track Smith.ai calls and chats in HubSpot

If you use Smith.ai with a HubSpot integration , you have new contacts being created in your HubSpot account from calls and/or chats answered by Smith.ai. Here’s how to identify which contacts were c…

Updated 4 months ago by Kelsey Johnson

How to Connect Your Lead Docket Account to Smith.ai

How the Lead Docket and Smith.ai integration works. When your Lead Docket and Smith.ai accounts are connected, information captured by our receptionists is automatically logged in Lead Docket. We can…

Updated 7 months ago by Maddy Martin

Accept or Reject Incoming Call Transfer Requests in a Slack Channel

Connect your Smith.ai account to Slack. Create a channel for your team to receive Smith.ai incoming call notifications, e.g., #smithai-notifications. Invite your team members (Sales, Support, etc.) t…

Updated 7 months ago by Kelsey Johnson

How to Connect Smith.ai to Clio Calendar

There are a few ways to connect Smith.ai receptionists and chat with the Clio Calendar, depending on the way your business currently uses calendars. The most straightforward way is to create one or m…

Updated 8 months ago by Kelsey Johnson

How to Connect Daylite to Smith.ai

You can have new leads from Smith.ai logged as prospective clients in your Daylite account using Zapier. Here's how: Sign into Zapier and create a new Zap. Connect your Smith.ai or Smith.ai Chat acco…

Updated 9 months ago by Kelsey Johnson

How to Connect noCRM.io to Smith.ai

You can have new leads from Smith.ai logged in your noCRM.io dashboard using Zapier. Here's how:. Sign into Zapier and create a new Zap. Connect your Smith.ai or Smith.ai Chat account to Zapier via i…

Updated 9 months ago by Kelsey Johnson

How to Connect Your Housecall Pro Account to Smith.ai

Not only does Smith.ai integrate with Housecall Pro , but Smith.ai clients also get a special discount on Housecall Pro plans. What is Housecall Pro? Housecall Pro is business management software for…

Updated 11 months ago by Maddy Martin

How to use Smith.ai with Lawcus

Lawcus is a platform for lawyers that streamlines Legal Practice Management, CRM, and Client Intake so you can focus on your clients. Here's how to use Lawcus with Smith.ai for a seamless lead intake…

Updated 1 year ago by Kelsey Johnson

How to use Smith.ai with Dubsado

Dubsado is a business management solution designed to help you build relationships, schedule appointments, and create workflows. You can set up your Dubsado account to have Smith.ai receptionists do…

Updated 1 year ago by Kelsey Johnson

Route Smith.ai Call Summaries to a Slack Channel

Smith.ai call summaries can go to a Slack channel. For example, you could have a channel called #messages, and receive all your Smith.ai call summaries like this: How to set this up: If you're not th…

Updated 1 year ago by Kelsey Johnson

How to Connect Your Lawmatics Account to Smith.ai

When you integrate your Lawmatics account with your Smith.ai receptionists, after each call, we can: Create new records. Look up and update existing contact records (using a phone number or email add…

Updated 1 year ago by Maddy Martin

Accept or reject incoming call transfer requests in Microsoft Teams

Connect your Smith.ai account to Microsoft Teams. Create a channel for your team to receive Smith.ai incoming call notifications and name it something like "notify_channel". Navigate to the channel a…

Updated 1 year ago by Kelsey Johnson

How to Connect Your Clio Account to Smith.ai

Connect Smith.ai to Clio and have all your conversation notes logged in your Clio Manage account. Notes include: Call summary. Contact information (name, email, phone number). Call duration/length. C…

Updated 1 year ago by Maddy Martin

How to Connect Your Capsule CRM account to Smith.ai

How to connect your Capsule CRM account to Smith.ai. 1. Email support@smith.ai with the subject line "Capsule CRM integration request." We will send you a link to authorize Smith.ai within your Capsu…

Updated 1 year ago by Maddy Martin

How to Connect Your Lexicata Account to Smith.ai

Smith.ai is dedicated to continuously improving our features and services to better suit the needs of the businesses and professionals we work with everyday. We are excited to announce that we now in…

Updated 1 year ago by Maddy Martin

How to Connect Your Rocket Matter Account to Smith.ai

How does the Smith.ai and Rocket Matter API integration work? If you currently use Rocket Matter, integration means that after each call, the call notes with the caller's name, number, and message wi…

Updated 1 year ago

How to Connect Your Wealthbox Account to Smith.ai

Connecting your Wealthbox account with Smith.ai means that after each call is handled by one of our receptionists, the following will automatically occur: A new contact is created with the name, phon…

Updated 1 year ago by Maddy Martin

How to Connect Your Agile CRM Account to Smith.ai

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 appoin…

Updated 1 year ago by Maddy Martin

How to Connect Your Clio Grow Account to Smith.ai

Clio Grow is the newest addition to Clio , a popular choice for legal practice management software. With Clio Grow you can capture, qualify, and convert new potential clients for your law practice. W…

Updated 1 year ago by Maddy Martin

How to Connect Your Pipedrive Account to Smith.ai

When your Pipedrive account is connected to Smith.ai, after each call is handled by one of our receptionists, the following will automatically occur: A new contact is created with the name, phone, an…

Updated 1 year ago by Maddy Martin

How to Connect Your Salesforce Account to Smith.ai

Salesforce is a popular CRM that allows businesses to manage their sales, marketing, and customer support efforts in the cloud. You can connect your Salesforce and Smith.ai accounts so your records a…

Updated 1 year ago by Maddy Martin

How to Connect Your ActiveCampaign Account to Smith.ai

ActiveCampaign is a CRM built for small businesses, offering tools for both contact record management and marketing and sales automation. Smith.ai now integrates with ActiveCampaign so callers' conta…

Updated 1 year ago by Maddy Martin

How to Connect Your PracticePanther Account to Smith.ai

For lawyers and law firms using PracticePanther as their law practice management software, you'll be happy to know Smith.ai syncs with your calendar and client records. Here's how to connect your Pra…

Updated 1 year ago by Maddy Martin

How to Connect Your Lawmatics Calendar to Smith.ai

When you integrate your Lawmatics calendar with Smith.ai , our virtual receptionists can book appointments directly in your Lawmatics pro account. Sign into Lawmatics, go to settings, and click on "E…

Updated 2 years ago by Kelsey Johnson

How to Connect Your iCloud (Apple) Calendar to Smith.ai

Note: There are several names for this calendar depending on where you use it: iCloud Calendar, Apple Calendar, iCal, and simply Calendar. They are all, in essence, the same and we will refer to them…

Updated 2 years ago by Kelsey Johnson

How to Connect Smith.ai to Your LawTap Account

LawTap is an appointment booking management system, created exclusively for lawyers, law firms, and legal professionals. Their advanced booking system checks for potential conflicts and automatically…

Updated 2 years ago by Kelsey Johnson

How to Connect Smith.ai to Harmonizely

Harmonizely provides a free shared link you can use to securely book appointments and consultations on Google, Outlook/Office 365, iCloud, FastMail, NextCloud, and any CalDAV calendar. Here's how to…

Updated 2 years ago by Kelsey Johnson

How to Connect Smith.ai to Woven (and Google Calendar)

Woven provides a free shared link that you can use to book new appointments on your Google Calendar. Here’s how to set up a scheduling link for Smith.ai virtual receptionists or web chat. Go to woven…

Updated 2 years ago by Kelsey Johnson

How to Connect Your ClientRock Account to Smith.ai

ClientRock is client-friendly legal intake software for attorneys. Smith.ai now integrates with ClientRock, which means our receptionists can complete intake over the phone on behalf of new clients u…

Updated 2 years ago by Maddy Martin

Using Smith.ai with RealEFlow

Some real estate professionals use RealEFlow , a real estate sales & marketing toolkit that does everything from CRM to website. Unfortunately, RealEFlow offers little integration ability. Your optio…

Updated 2 years ago by Justin Maxwell

Booking Appointments for Clients and Using Clio

You can now set up a public-facing booking link with Clio calendar using the new Clio Scheduler. Learn how to connect your Clio Calendar to Smith.ai here.

Updated 2 years ago by Justin Maxwell

Requesting an integration

With thousands of CRMs , payment processors , appointment booking , and other tools to choose from, we focus on those needed most by our customers. Every new integration we add at Smith.ai comes from…

Updated 3 years ago by Justin Maxwell

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