Blog: Integrations

How to Track Client Communications with a CRM

How to Track Client Communications with a CRM

What is a CRM, why should you consider one for your business, what features might you want, and how do they integrate with your virtual receptionist service? In this article, Kristen Holden of Daylite covers all of these questions in detail.

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New! Get Smith.ai Chat Callback Requests in Slack

New! Get Smith.ai Chat Callback Requests in Slack

When leads on your website request a call, you can now get notified in your company's Slack account. When you offer prospective clients the chance to get on the phone immediately, you're more likely to make the sale — and fast.

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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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