Integrations

12 articles

How to Integrate Smith.ai Chat with Google Analytics/Google Ads using Google Tag Manager

Step-by-step instructions on how to integrate Smith.ai Chat with Google Analytics (GA) and Google Ads using Google Tag Manager (GTM).

Updated 2 months ago by Kelsey Johnson

How to Connect Your Capsule CRM Account to Smith.ai Chat

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Capsule CRM integration, we can immediately pass contact information and transcrip…

Updated 2 months ago by Maddy Martin

How to Connect Your Wealthbox Account to Smith.ai Chat

Sign in to your Smith.ai Chat account and navigate to Integrations. Click on Wealthbox under “All Integrations.”. Sign in to your Wealthbox account in a new tab. Click on the three vertical dots in t…

Updated 2 months ago by Kelsey Johnson

How to Connect Your Lawmatics Account to Smith.ai Web Chat

Connect Smith.ai Chat to Your Lawmatics Account. Sign into your Lawmatics account. In a new tab, sign in to your Smith.ai Chat account and navigate to Integrations. Click on Lawmatics under “All Inte…

Updated 2 months ago by Kelsey Johnson

How to Connect your Lead Docket Account to Smith.ai Chat

Sign in to your Smith.ai Chat account and navigate to Integrations. Click on Lead Docket. You will be notified of the integration cost ($.50 per chat, starting at $2.50/mo). Ask your Lead Docket acco…

Updated 2 months ago by Kelsey Johnson

How to Connect Your PracticePanther Account to Smith.ai Chat

Connect Smith.ai Chat to PracticePanther. Sign in to your Smith.ai Chat account and navigate to Integrations. Click on PracticePanther under “All Integrations.” Then click connect. You’ll need to sig…

Updated 2 months ago by Kelsey Johnson

How to Connect your Clio Account to Smith.ai Chat

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio integration, we can immediately pass contact information and transcripts from…

Updated 2 months ago by Maddy Martin

How to Connect Your HubSpot Account to Smith.ai Chat

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our HubSpot integration, we can immediately pass contact information and transcripts f…

Updated 2 months ago by Maddy Martin

How to Connect Your Lexicata Account to Smith.ai Chat

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio integration, we can immediately pass contact information and transcripts from…

Updated 2 months ago by Maddy Martin

How to Connect Smith.ai Chat to Zapier

Zapier is a platform that connects software through a series of triggers and actions. Smith.ai Chat provides a Zapier action that can trigger many different events, based on your needs. Here's how to…

Updated 2 months ago by Kelsey Johnson

How to Connect Your Clio Grow Account to Smith.ai Chat

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio Grow integration, we can immediately pass contact information and transcripts…

Updated 3 months ago by Maddy Martin

Linking Smith.ai and Zapier (Smith.ai Zapier Zap)

The Smith.ai Zapier Zap is triggered on each call: It then provides these key-value pairs (data) available to your zap: id. time_created. agent. caller. primary_phone. email. caller_company. caller_a…

Updated 5 months ago by Justin Maxwell

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