Integrations

14 articles

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…

Updated 2 months ago by Jessica Paxton

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,…

Updated 4 months ago by Kelsey Johnson

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…

Updated 5 months ago by Crystal Field

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 5 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 si…

Updated 5 months ago by Crystal Field

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 5 months ago by Crystal Field

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…

Updated 5 months ago by Crystal Field

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…

Updated 5 months ago by Crystal Field

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…

Updated 5 months ago by Crystal Field

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…

Updated 5 months ago by Crystal Field

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…

Updated 5 months ago by Crystal Field

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…

Updated 5 months ago by Justin Maxwell

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 1 year 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 years ago by Kelsey Johnson

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