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. CRMs & Marketing Programs. ActiveCampaign. Agile CRM. Capsule CRM. ClientRock. Clio. Cl…

Crystal Field
Updated 3 months ago by Crystal Field

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…

Crystal Field
Updated 3 months ago by Crystal Field

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…

Crystal Field
Updated 11 months ago by Crystal Field

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.

Crystal Field
Updated 11 months ago by Crystal Field

Connect CASEpeer to Smith.ai Using Zapier

Our Zapier integration helps business owners save tons of time by automating processes that have previously been manual. Imagine sending every lead request to Smith.ai for follow up: This and thousan…

Jessica Paxton
Updated 2 months ago by Jessica Paxton

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…

Luis Santiago
Updated 1 year ago by Luis Santiago

How to Connect HighLevel and Smith.ai

How the HighLevel + Smith.ai integration works With this integration, when the agent sends a summary, the app checks if the contact number exists in HighLevel. If no contact exists, a new contact is created as a lead and a note with the call details is added If a contact exists, the contact is updated and a note with the call details is added

Jessica Paxton
Updated 2 months ago by Jessica Paxton

How to Connect Keap (formerly Infusionsoft) to Smith.ai

How the Keap + Smith.ai integration works. With this integration, after every call, Smith.ai will: Add new a lead if the caller does not exist in Keap. Tag callers with "Smith.ai". Find an existing c…

Jessica Paxton
Updated 4 months ago by Jessica Paxton

How to Connect ServiceTitan to Smith.ai

How the ServiceTitan + Smith.ai integration works. With this integration, after every call, Smith.ai will: Create a new customer if one does not exist. Add the call details, and summary notes in the…

Jessica Paxton
Updated 3 weeks ago by Jessica Paxton

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…

Crystal Field
Updated 3 months ago by Crystal Field

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…

Crystal Field
Updated 11 months ago by Crystal Field

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…

Maddy Martin
Updated 8 months ago by Maddy Martin

How to Connect Smith.ai to Your LawConnect (formally 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…

Kelsey Johnson
Updated 2 months ago by Kelsey Johnson

How to Connect Smith.ai to your PracticePanther Intake Forms

How to connect Smith.ai to your PracticePanther intake forms. Our receptionists can do more than answer calls and book appointments. They can also complete new client intake forms and other publicly…

Jessica Paxton
Updated 2 weeks ago by Jessica Paxton

How to Connect Smokeball to Smith.ai

How the Smokeball + Smith.ai integration works. When you connect Smith.ai with Smokeball , all calls handled by Smith.ai’s receptionists will now appear in Smokeball. With this integration, after eve…

Jessica Paxton
Updated 1 week ago by Jessica Paxton

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…

Crystal Field
Updated 11 months ago by Crystal Field

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…

Crystal Field
Updated 2 months ago by Crystal Field

How to Connect Your Capsule CRM account to Smith.ai

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

Crystal Field
Updated 11 months ago by Crystal Field

How to Connect Your ClientRock Account to Smith.ai

ClientRock is client-friendly legal intake software for attorneys. Smith.ai integrates with ClientRock, which means our receptionists can complete an intake over the phone for new clients using your…

Crystal Field
Updated 2 months ago by Crystal Field

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…

Crystal Field
Updated 2 months ago by Crystal Field

How to Connect Your Clio Manage Account to Smith.ai

How the Clio Manage + Smith.ai integration works. Connect Smith.ai to Clio Manage and have all your conversation logged in your Clio Manage account as communication logs. If the caller isn't yet a cl…

Crystal Field
Updated 3 weeks ago by Crystal Field

How to Connect Your Housecall Pro Account to Smith.ai

What is Housecall Pro? Housecall Pro is business management software for home services businesses, like carpet cleaners, HVAC technicians, and plumbers. Easily schedule and dispatch members of your t…

Luis Santiago
Updated 3 months ago by Luis Santiago

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…

Luis Santiago
Updated 11 months ago by Luis Santiago

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 add information to existing contact records (using a phone number…

Crystal Field
Updated 11 months ago by Crystal Field

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…

Crystal Field
Updated 11 months ago by Crystal Field

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…

Luis Santiago
Updated 2 months ago by Luis Santiago

How to Connect Your Lexicata Account to Smith.ai

If you’re an attorney or Law Firm already using Lexicata, this integration allows you to directly pipe the information from the calls our receptionists take into your Lexicata account. Existing custo…

Crystal Field
Updated 2 months 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…

Barry Hannah
Updated 3 months ago by Barry Hannah

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…

Crystal Field
Updated 8 months ago by Crystal Field

How to Connect Your PracticePanther Account to Smith.ai

How the PracticePanther + Smith.ai integration works. When you connect Smith.ai with PracticePanther, all calls handled by Smith.ai’s receptionists will now appear in PracticePanther. After every cal…

Jessica Paxton
Updated 2 weeks ago by Jessica Paxton

How to Connect Your Redtail CRM Account to Smith.ai

Smith.ai integrates with Redtail CRM so callers' contact information and post-call summaries are instantly added to your Redtail account after each call. Below, we explain how the integration works a…

Maddy Martin
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…

Crystal Field
Updated 2 months ago by Crystal Field

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…

Crystal Field
Updated 11 months ago by Crystal Field

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…

Crystal Field
Updated 11 months ago by Crystal Field

How to Connect Zoho CRM to Smith.ai

How the Zoho CRM + Smith.ai integration works. When you connect Smith.ai with Zoho, all calls handled by Smith.ai’s receptionists will now appear in Zoho. After every call, Smith.ai will: Create new…

Jessica Paxton
Updated 2 weeks ago by Jessica Paxton

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…

Luis Santiago
Updated 1 year ago by Luis Santiago

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…

Crystal Field
Updated 1 year ago by Crystal Field

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.…

Luis Santiago
Updated 1 year ago by Luis Santiago

How to connect your Filevine account to Smith.ai

Steps to integrate Filevine and Smith.ai. Enable Smith.ai to add calls to a specific Filevine project. Smith.ai call details and summaries will appear in that project's activity feed.

Crystal Field
Updated 1 month ago by Crystal Field

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…

Luis Santiago
Updated 1 year ago by Luis Santiago

How to connect your Law Ruler account to Smith.ai

How the Law Ruler + Smith.ai integration works. When you connect Smith.ai with Law Ruler , all calls handled by Smith.ai’s receptionists will now appear in Law Ruler. With this integration, after eve…

Jessica Paxton
Updated 2 months ago by Jessica Paxton

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…

Luis Santiago
Updated 1 year ago by Luis Santiago

How to use Filevine with Smith.ai for lead capture, client intake, and appointment scheduling

Your Smith.ai receptionists can work with your Filevine forms and calendar to bring greater efficiency to your law practice. To automatically add call details and summary notes of each call to a spec…

Luis Santiago
Updated 1 month ago by Luis Santiago

How to use MyCase Intake Forms with Smith.ai

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 receive…

Maddy Martin
Updated 7 months ago by Maddy Martin

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…

Luis Santiago
Updated 1 year ago by Luis Santiago

How to use Smith.ai with Lawcus intake forms

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…

Luis Santiago
Updated 2 months ago by Luis Santiago

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…

Crystal Field
Updated 11 months ago by Crystal Field

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…

Crystal Field
Updated 2 months ago by Crystal Field

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