Integrations

11 articles

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 2 weeks ago by Justin Maxwell

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 2 weeks ago by Maddy Martin

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

Sign in to your Smith.ai Live 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…

Updated 2 weeks ago by Kelsey Johnson

How to Connect Your Capsule CRM Account to Smith.ai Web 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 weeks ago by Maddy Martin

How to Connect your Clio Account to Smith.ai Web 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 weeks ago by Maddy Martin

How to Connect Your Lexicata Account to Smith.ai Web 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 weeks ago by Maddy Martin

How to Connect Your HubSpot Account to Smith.ai Web 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 weeks ago by Maddy Martin

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

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

Updated 2 weeks ago by Kelsey Johnson

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

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

Updated 2 weeks ago by Kelsey Johnson

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

Sign in to your Smith.ai Web 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…

Updated 2 weeks ago by Kelsey Johnson

How to Connect Smith.ai Web Chat to Zapier

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

Updated 2 weeks ago by Kelsey Johnson