Blog: Integrations

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.

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.

Smith.ai has partnered with LawPay to help attorneys run more profitable law practices by helping them collect more of their earnings.

Do you use or are you considering using Filevine case management software? Explore the core features of Filevine and see how your Smith.ai receptionists can work with your Filevine forms and calendar to bring greater efficiency to your law practice.