Integrations

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38 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

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 6 minutes 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 3 weeks 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 3 weeks 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 2 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 3 months 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 4 months ago by Kelsey Johnson

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 5 months 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 5 months 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 7 months 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 7 months 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 8 months ago by Justin Maxwell

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…