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Integrations

​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 y…

Updated 1 month ago by Justin Maxwell

How to Connect Your Pipedrive Account to Smith.ai

Pipedrive is a popular sales management tool (CRM) for small businesses focused on activity-based selling. The idea behind Pipedrive is that you can't control whether a sale will go through, but you …

Updated 5 minutes 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 month ago by Maddy Martin

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

Are you getting the most out of your Smith.ai service? Our virtual receptionists are capable of so much more than answering and transferring your calls, taking messages, and scheduling appointments. …

Updated 1 month 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 month ago by Maddy Martin

How to Connect Your Infusionsoft Account to Smith.ai

Infusionsoft 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 …

Updated 1 month 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 1 month ago by Maddy Martin

How to use Filevine with Smith.ai

Your Smith.ai receptionists can work with your Filevine forms and calendar to bring greater efficiency to your law practice. How to use Smith.ai with Filevine There are a number of ways to leverage…

Updated 1 month ago by Maddy Martin

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 1 month 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 month ago by Maddy Martin

How to Connect Your Capsule CRM account to Smith.ai

How to connect your Capsule CRM account to Smith.ai Locate your API Key in your Capsule CRM account: Click on your name, select My Preferences, and then click on API Authentication Tokens. Copy the …

Updated 1 month ago by Maddy Martin

How to Connect Your Clio Account to Smith.ai

How to connect your Smith.ai account to Clio If you’re already a Clio customer, that’s great! Email us at support@smith.ai and we’ll send you the authorization link to associate your Smith.ai and Cli…

Updated 1 month 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 month ago

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 …

Updated 1 month ago