Act!

Act! is a proven CRM and turnkey marketing solution, so you can market more intelligently and sell more effectively.
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ACT! + SMITH.AI OVERVIEW

Connect your Act! to a superior customer engagement service

Act! is a CRM solution offering powerful sales and marketing features. When integrated with Smith.ai's virtual receptionist and call services, it transforms how you manage customer relationships, leads, and opportunities.

Benefits of Act! + Virtual Receptionists

Seamless Lead Management and Opportunity Creation

Automatically create new contacts and opportunities in Act! after each Smith.ai call. This integration effortlessly captures call details, ensuring no lead slips through the cracks. Enhance your sales pipeline management with accurate, up-to-date information directly fed into your Act! CRM.

Streamlined Customer Interactions

With Smith.ai handling calls, each lead is logged into Act!, providing a detailed history of customer communications. This integration ensures a comprehensive view of your leads, aiding in personalized follow-up and better customer service.

Ways to integrate Act! with Smith.ai

  • Automatically create a contact and opportunity in Act! after each Smith.ai call
  • Create a custom Act! and Smith.ai integration connection

Automatically create a contact and opportunity in Act! after each Smith.ai call (Zapier)

Use Zapier to automate the process of creating contacts and opportunities in Act! after each new call handled by Smith.ai. This integration guarantees that every potential lead is captured and managed within Act!, allowing for effective follow-up and opportunity tracking.

Create a custom Act! and Smith.ai integration connection (Zapier)

Using Zapier, you can create a custom integration between Act! and Smith.ai. Choose the triggers, actions, filters, and searches to build a custom workflow to fit your specific business needs.

About Act!

Act! CRM is renowned for its adaptability, offering a CRM experience that can be tailored to the specific needs of your business. With over 30 years in the market, it's a trusted choice for entrepreneurs and sales teams, providing a connected workspace that integrates with a variety of tools like Slack, QuickBooks Online, and Shopify​​.

REQUIREMENTS FOR INTEGRATION

Smith.ai Subscription

Act! plans

Zapier account

RESOURCES

How to Connect Smith.ai and Act! using Zapier

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Smith.ai is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients.
Jeremy Treister
Owner, CMIT Solutions of Downtown Chicago

Smith.ai is trusted by 3,000+ businesses

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4.7 stars

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