Integrations
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…
How to Connect Smith.ai Chat to Zapier
Our Zapier integration helps business owners save tons of time by automating processes that have previously been manual. Imagine taking every chat lead and adding them to your CRM by hand: This and t…
How to Connect Your ActiveCampaign Account to Smith.ai Chat
Connect ActiveCampaign to Smith.ai Chat to have contact information and chat transcripts automatically added to ActiveCampaign after every chat conversation. With this integration, Smith.ai will do t…
How to Connect Your Capsule CRM Account to Smith.ai Chat
Smith.ai's receptionists can staff live chat on your website 24/7 in addition to handling your phone calls. Now, with our Capsule CRM integration, we can immediately pass contact information and tran…
How to Connect Your Clio Grow Account to Smith.ai Chat
Smith.ai Chat integrates with Clio Grow to immediately pass contact information and transcripts from chats into your client intake software. It's never been easier to keep track of and communicate wi…
How to Connect Your HubSpot Account to Smith.ai Chat
Smith.ai's receptionists can staff live chat on your website 24/7 in addition to handling your phone calls. Now, with our HubSpot integration, we can immediately pass contact information and transcri…
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…
How to Connect Your Lexicata Account to Smith.ai Chat
Smith.ai's receptionists can staff live chat on your website 24/7 in addition to handling your phone calls. Now, we can immediately pass contact information and transcripts from chats into your CRM a…
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 si…
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…
How to Connect your Clio Account to Smith.ai Chat
Smith.ai's receptionists can staff live chat on your website 24/7 in addition to handling your phone calls. Now, with our Clio integration, we can immediately pass contact information and transcripts…
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…
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).
How to Set Up Chat Call-Back Requests in Slack
You can now receive call requests from your website visitors in Slack. Here's how it works. A web visitor clicks on your Smith.ai Chat widget and starts a conversation. At any point during the chat,…
How to have Smith.ai answer SMS/text messages to your business
Context. Whether you're already a Smith.ai Chat customer or not, you need to meet your clients and potential leads where they want to meet you, or you're missing opportunities and making their life h…
