Blog: Integrations

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.

Lawmatics is a brand new marketing automation, contact management (CRM), and intake platform, built by lawyers and for lawyers. When you connect your Smith.ai and Lawmatics accounts, you'll see new contacts added and existing contacts updated after each call. All call notes will be logged in their records, too. Plus, Smith.ai receptionists can complete intake forms on behalf of new prospective clients. Learn more about this integration and how to put it to work at your law practice.

ClientSherpa is client-friendly legal intake software for attorneys. Smith.ai now integrates with ClientSherpa, which means our receptionists can complete intake over the phone on behalf of new clients using your ClientSherpa forms. We can also schedule consultation appointments for you and other attorneys at your firm, because ClientSherpa integrates directly to your calendar. If you already thought intake was easy with ClientSherpa, just wait until it's even more streamlined with our receptionists.

WhenWorks is an inexpensive and popular iOS- and web-based scheduling tool that eliminates the hassle of scheduling meetings by allowing customers and coworkers to book time with you online when you’re available, and only during the times you’ve approved. Now, Smith.ai integrates with WhenWorks so our receptionists can book time on your calendar based on your availability (with new leads and existing clients, for example).

Smith.ai has long been known for its integrations with contact management (CMS/CRM), business management, marketing, ticketing, calendaring, and billing software. We prioritize integrations because they drive efficiency. When your records, calendar, support tickets, invoices, and intake forms are synced with Smith.ai, you can spend less time on data entry and post-call follow-up work, which leaves you free to focus your valuable time on revenue-generating work. Now, you can see every integration partner on one handy page. It's never been easier to take full advantage of Smith.ai's integrations. Learn more about currently available integrations and how integrations work at Smith.ai.

Wealthbox is a modern, web-based CRM for financial planners and wealth advisors. Smith.ai now integrates with Wealthbox so each call handled by a Smith.ai receptionist is documented in your Wealthbox account immediately after the call. New contacts are automatically created, and each call summary is logged as a new note for a contact (new or existing).

Combine Keypad's call recording feature with Descript's audio transcription service for the most affordable, fastest, and easiest way to generate call transcripts. Whether you need transcripts to monitor customer support or sales teams' calls, for court depositions, or any other business purpose, combining these two programs means never having to wait for expensive, slow call-transcription services again.

Pipedrive is a popular sales management tool (CRM) for small businesses focused on activity-based selling. Smith.ai now integrates with Pipedrive so each call handled by a Smith.ai receptionist is logged in your account immediately after the call. Both a contact and an activity record are added, making it easy to identify progress and next steps for each deal.

Tune in to hear Maddy Martin, Smith.ai's head of marketing and partnerships, discuss how the Clio and Smith.ai integration works. Plus: Learn how to get the most out of your Smith.ai receptionist services, both as a stand-alone service and in combination with Keypad, our cloud phone system.

71% of consumers are more satisfied when they're given the option to make an online payment, and legal services are no exception.. Clients are still just consumers, after all, and legal services are just another type of transaction. Learn from Sarah Schaaf, CEO and co-founder of legal payment provider Headnote, why accepting online payments will be a major leap forward for your law practice, resulting in greater profitability, professionalism, and productivity.

Smith.ai has partnered with CPACharge to help CPAs run more profitable financial planning firms by helping them collect more of their earnings.

At Smith.ai, we're constantly adding new CRM integrations so your systems stay in sync and your business runs more efficiently. Our receptionists can now add and update existing contacts in ActiveCampaign, as well as add call summaries as notes in contacts' records. All of this happens instantly after each call.

Agile CRM is a popular sales, marketing automation, and customer service tool. Smith.ai now integrates with their software so callers' contact information and call summaries are instantly added to your Agile CRM account. Our receptionists can also book appointments directly in your Agile CRM calendar.

Often used in conjunction with Infusionsoft, AppointmentCore allows you to automate your appointment bookings and sync them with your Google or Outlook calendar, your GoToMeeting account, and the client's Infusionsoft record. Smith.ai's receptionists can now book appointments on behalf of your prospects and clients using your custom booking links.

Do you use Infusionsoft to manage client records, cases, and marketing campaigns? Smith.ai can now send data to your account immediately after wrapping up a call, so your data is in sync.

Your Smith.ai receptionists can interact with your HubSpot account in many ways, including looking up contacts, adding new contacts, updating existing contacts, and adding "call" events with summary notes.