Blog: Integrations

This comprehensive guide will break down everything you need to know about running Facebook ads for lead generation. Smith.ai’s Paid Acquisition Manager, Alex Ryan, is here to help. Having spent nearly a decade in paid media and a majority of her career in digital marketing agencies, Alex is a certifiable expert in her field. She specializes in demand generation and lead generation, with a heavy focus on paid social media ads across various platforms. Alex contributed her expertise to developing this in-depth guide to walk you through how to use the combined power of outsourced sales teams, like Smith.ai’s, and automation software, like Zapier, to more effectively engage Facebook leads.

Smith.ai’s commitment to automation, integrations, and streamlining business processes to save you time is one of many ways we stand above the competition. Today, we’re excited to announce two new actions that can be part of a Zap.

The new Smith.ai and Filevine CRM integration enables faster, more efficient, and better organized communication with leads, clients, staff, and more. When you connect Smith.ai with Filevine, your receptionist calls will now appear in the Activity tab of a Filevine project of your choosing. It's that simple!

When it comes to picking the right software to build your tech stack, there are a lot of considerations involved. Of course, what matters to you might be slightly different than what matters to others. When you do it correctly, your sales tech stack will deliver everything that you need, including the insights and analytics that will help you increase sales volumes and streamline inefficiencies.

At Smith.ai, we take pride in all that we do, including all the wonderful integrations that we can offer. By partnering with Zapier, in addition to our native integrations, we make it easy to make prospecting a breeze. There are all kinds of tools that you can use for prospecting, but the ultimate goal is to find comprehensive tools so that you can prospect easier and more efficiently than ever before.

Metrics are a critical part of business. Tracking calls is one way to measure the success of various marketing campaigns. Of course, there’s a lot more you can do with call tracking when you use it properly. The first thing that you need to do is to learn more about call tracking software and how you can use it to get more out of your phone sales efforts.

Hands-free technology is a great asset and today it’s become a part of everyday life for most people, both personally and professionally. Between wireless technologies like Bluetooth and the innovative ways that smartphones are becoming a part of everyday life, this might seem like an article that’s a little “too much, too late” for many. But, if you’re like many, you still haven’t mastered the art of hands-free communication. Whether it’s because you’re concerned about the quality of calls, security, being able to hear, or even if you just don’t think that you need earbuds or headphones to go with your smartphone, until now, you’ve not bothered to upgrade. Now, however, is a better time than ever before.

The new Smith.ai and Redtail CRM integration enables faster, more efficient, and better organized communication with leads, clients, staff, and more. When you connect Smith.ai with Redtail, your receptionist calls will now appear in your Redtail Activities tab. It's that simple! Financial advisors and staff will not only benefit from never missing a call, but they will also be able to quickly understand the work already completed, and then immediately identify and assign tasks for next steps.

When it comes to business expense management, ledger books and bulky accounting software don’t have much place in the modern world. If you’re still relying on these traditional methods of bookkeeping and expense tracking, you’re probably missing out on a lot of valuable features and solutions. The modern business expense tracking app is more impressive than you might expect, which is why it’s easy to get overwhelmed when it comes time to choose. We’ll help you by looking at 10 of the best apps for tracking and submitting expenses.

The new Smith.ai and Lawcus integration enables faster, more efficient, and better organized communication with leads, clients, court staff, and more. When you connect Smith.ai with Lawcus, your receptionist calls will now appear in your Lawcus Phone log. It's that simple! Attorneys and staff will not only benefit from never missing a call, but they will also be able to quickly understand the work already completed, and then immediately identify and assign tasks for next steps.