Daylite

Connect Smith.ai to your Daylite account using Zapier and have your post-call and/or post-chat information automatically logged in your CRM. After calls and chats, your Zap can be configured to:

• Create a new person with name, email address, and phone number of new leads
• Add call summary or chat transcript to the new person
• Search for a person in Daylite and add the transcript or call summary to their details

Save more time and have lead and client data automatically logged when you set up a Smith.ai / Daylite connection. Available exclusively for Mac, iPhone, and iPad.