Blog: Integrations

Smith.ai receptionists and web chat agents can now securely book appointments on your Google Calendar using Woven, an intelligent scheduling app. Set up this integration and use it to improve your workflow efficiency.

Smith.ai receptionists for phone calls and live chat can now book appointments for you on your iCloud Calendar — the calendar that comes native with iPhones, iPads, and Mac computers. Skip the back-and-forth email follow up when you sync your Smith.ai account with your iCloud Calendar, using Calendly as a free go-between.

ZynCal by ZynBit is an intelligent calendar that simplifies scheduling appointments and back-and-forth emails. Integrate ZynCal with Smith.ai to have new lead consultations and current client appointments booked directly from receptionists calls and live chats.

Zapier is a platform that connects your favorite apps and software so you can automate your workflows. Now you can connect your Smith.ai Web Chat to Zapier, opening up a world of options for integrating with your favorite apps.

Wealthbox is a simple and collaborative web-based CRM for financial planners and wealth advisors. Connect your Wealthbox account to Smith.ai Web Chat to automatically get web visitor contact info and chat transcripts in your Wealthbox account.

Lawmatics is a platform “built for lawyers, by lawyers” that automates intake, marketing, and CRM. Implement our integration for faster and easier access to new leads created by Smith.ai's website chat conversations.

Connect these platforms to have all your web chat contact info and transcripts automatically logged in your PracticePanther account as new leads. Improve intake and reduce repetitive tasks by implementing this no-brainer integration.

You can now connect your Lawmatics calendar to Smith.ai phone receptionists and web chat services. Save time by letting us book appointments directly with your leads, on your behalf, based on your availability shown on your schedule.

Live chat client information and transcripts will now be available in your Lead Docket account if you implement this integration.

You can now use LawTap, the appointment booking platform, alongside Smith.ai's virtual receptionist service to seamlessly onboard new clients and schedule appointments with current clients. Hand off appointment booking to us, and then just call your new or existing client at the appointed time!

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 from web chats into your client intake software. It's never been easier to keep track of and communicate with new leads who connected with you online.

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 transcripts from web chats into your Capsule account as a new task, which you can then associate with a contact, opportunity, or case. It's never been easier to keep track of and communicate with new and existing contacts who visited your website.

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Lexicata integration, we can immediately pass contact information and transcripts from web chats into your CRM and client intake software. It's never been easier to keep track of and communicate with new leads and existing clients who connected with you online.

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio and HubSpot integrations, we can immediately pass contact information and transcripts from live chats into your CRM, intake, and marketing software. It's never been easier to keep track of and communicate with new leads and existing clients who connected with you online.

Zapier rhymes with "happier" — and that's exactly what you'll be when you use Smith.ai's new Zap to automate data capture, workflows, alerts, and tasks.

AppToto is an online calendaring tool that makes your existing calendar (Google, Outlook, Office365, Salesforce, Clio, etc.) available online. This makes it easy to put your calendar on your website and in your email for easy booking with leads and clients. It also now means you can share your calendar with Smith.ai receptionists so we can book appointments (and follow-up on upcoming appointments) on your behalf. The result is less calendaring work for you and your team (you have more important things to do), and more qualified leads on your calendar.

Salesforce is a popular CRM that allows businesses to manage their sales, marketing, and customer support efforts in the cloud. With Smith.ai's new Salesforce integration, you can instantly see new and updated contact information for callers (leads), as well as post-call summary notes, in your Salesforce account after every receptionist call.

Clio Grow is the newest addition to Clio, a popular choice for legal practice management software. With Clio Grow you can capture, qualify, and convert new potential clients for your law practice. With this integration, Smith.ai receptionists can add new leads and post-call summary notes to your Clio Grow Inbox instantly after every receptionist call.

Lead Docket is lead-tracking and intake software for law firms. With this integration, Smith.ai receptionists can add and update records in Lead Docket, so that attorneys can easily track and follow-up with all potential clients.

Watch this recorded webinar with Wealthbox's Chris Kopanski and Smith.ai's Maddy Martin to see the features of Wealthbox and Smith.ai and how their integration works to benefit financial advisory firms.