Blog: Integrations

Receive Smith.ai Call Transfer Requests in Microsoft Teams

Receive Smith.ai Call Transfer Requests in Microsoft Teams

We’re excited to announce that we now integrate with Microsoft Teams (aka Teams), a messaging and communication tool in the Microsoft 365 suite. Smith.ai can now send transfer requests directly to a Teams channel, so you can choose to take calls from the platform you’re already using at work.

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New! Smith.ai Receptionists Can Run Conflict Checks for Your Law Firm

New! Smith.ai Receptionists Can Run Conflict Checks for Your Law Firm

Smith.ai receptionists can now check for conflicts of interest for your law firm during calls with new potential clients. It is increasingly common for law firms of all sizes to perform conflict checks digitally, but why do the work yourself when you can have your receptionist take care of it for you?

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New! Live Chat Leads can Request a Call and Smith.ai Receptionists Respond

New! Live Chat Leads can Request a Call and Smith.ai Receptionists Respond

Live Chat and AI Chatbots are an excellent way to capture and convert new leads. But sometimes prospective clients just want to get on the phone. Now they can with Chat to Call — a 100% Smith.ai managed feature. We chat, we call, and you get work done.

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New! Smith.ai Live Chat Agents can Answer Facebook Messages for Your Business

New! Smith.ai Live Chat Agents can Answer Facebook Messages for Your Business

Smith.ai receptionists can now answer Facebook messages for your business, 24/7! Clients expect your business to respond quickly on Facebook just like you would on web chat, text message, and the phone. Let us answer, screen, and book your Facebook leads, exceeding expectations.

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Smith.ai Chat Now Integrates with ActiveCampaign

Smith.ai Chat Now Integrates with ActiveCampaign

You can now automatically send information from Smith.ai Chats to your ActiveCampaign CRM and automation platform. Follow-up with leads the smart way by syncing your systems and keeping in touch (with less work from you).

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Smith.ai Now Integrates with Harmonizely

Smith.ai Now Integrates with Harmonizely

You can now connect your Google, iCloud, and Office 365, FastMail, Zimbra, Zoho, or CalDAV calendars to Smith.ai using Harmonizely. Our receptionists will book appointments for your new leads, current clients, and anyone else when they call or chat your business.

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Smith.ai Now Integrates with Your Clio Calendar

Smith.ai Now Integrates with Your Clio Calendar

You can now connect your Clio calendar to Smith.ai, and our receptionists will book appointments for your new leads, current clients, and anyone else when they call or chat in.

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How to Track Smith.ai Live Chat in Google Ads and Google Analytics

How to Track Smith.ai Live Chat in Google Ads and Google Analytics

Matt Burke from ZillaMetrics explains how to integrate with Google Tag Manager, so you can track lead conversions from Live Chat in Google Analytics and Google Ads.

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Smith.ai Now Integrates with Woven (and Google Calendar)

Smith.ai Now Integrates with Woven (and Google Calendar)

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.

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How to Connect Smith.ai to iCloud (Apple) Calendar Using Calendly

How to Connect Smith.ai to iCloud (Apple) Calendar Using Calendly

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.

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Smith.ai Now Integrates with ZynCal, ZynBit’s Scheduling Assistant

Smith.ai Now Integrates with ZynCal, ZynBit’s Scheduling Assistant

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.

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Smith.ai Web Chat Now Integrates with Zapier

Smith.ai Web Chat Now Integrates with Zapier

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.

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Smith.ai Web Chat Now Integrates with Wealthbox

Smith.ai Web Chat Now Integrates with Wealthbox

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.

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Smith.ai Chat Now Integrates with Lawmatics

Smith.ai Chat Now Integrates with Lawmatics

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.

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Smith.ai Chat Now Integrates with PracticePanther

Smith.ai Chat Now Integrates with PracticePanther

Connect these platforms to have all your 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.

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Smith.ai Now Integrates with Lawmatics Calendar Booking

Smith.ai Now Integrates with Lawmatics Calendar Booking

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.

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Smith.ai Web Chat Now Integrates with Lead Docket

Smith.ai Web Chat Now Integrates with Lead Docket

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

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Smith.ai Now Integrates with LawTap

Smith.ai Now Integrates with LawTap

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!

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Smith.ai Live Chat Now Integrates with Clio Grow

Smith.ai Live Chat Now Integrates with Clio Grow

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.

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Smith.ai Live Chat Now Integrates with Capsule CRM

Smith.ai Live Chat Now Integrates with Capsule CRM

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.

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