Integrations

28 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 9 months ago by Justin Maxwell

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 3 days 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 3 days ago by Kelsey Johnson

Does Smith.ai integrate with MyCase?

No. MyCase does not integrate with anything. We'd love to integrate with MyCase. Unfortunately our hands are tied: MyCase has taken a stance against integrating with others and is well-known for that…

Updated 1 month ago by Justin Maxwell

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 1 month 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 4 months 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 6 months ago by Kelsey Johnson

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 6 months 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 6 months 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 6 months ago by Maddy Martin

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 6 months 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 6 months ago by Maddy Martin

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 6 months 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 6 months 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 6 months ago by Maddy Martin

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 6 months 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 6 months 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 6 months 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 w…

Updated 6 months ago

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 Cl…

Updated 6 months 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 6 months 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 6 months 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 7 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 7 months ago by Maddy Martin

Booking Appointments for Clients and Using Clio

It's easy to get clients booked on your Clio calendar. While Clio doesn't provide a public-facing interface for clients to book appointments or consultations, it does sync directly with your Google C…

Updated 10 months ago by Justin Maxwell

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 10 months 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 11 months ago by Justin Maxwell

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 year ago by Maddy Martin