Smith.ai Chat now integrates with ActiveCampaign a sophisticated email marketing, marketing automation, and CRM tool that helps companies manage and automate client communications. New, prospective clients — who come in via your website or SMS text message — can now be sent to your ActiveCampaign CRM, where you can increase conversions by automating follow-ups and creating a series of friendly touch points.
Want to keep your systems in sync? Get set up now! Instructions: How to Connect Your ActiveCampaign Account to Smith.ai Chat
With this integration, Smith.ai Chat creates or updates leads in your ActiveCampaign account after every chat conversation. We will:
New contact records created after the chat will look something like this:
Although the concept of tracking chat transcripts in your CRM is simple, there are endless ways you can use it to nurture leads and create a better experience for your customers. Here are a few ideas to get you started:
Smith.ai's live chat agents can engage and qualify new website leads based on your custom criteria. With this integration, contact information and chat transcripts from every lead will automatically be added under contacts in your ActiveCampaign CRM. Once there, you can send each lead an email drip campaign, keeping you at the top of their mind when they go to make a purchase.
Are you using our free AI chatbot instead of live chat? Set up your AI chatbot to ask screening questions, then give qualified leads a link to your ActiveCampaign form. This form can ask for any additional information you need (location, case number, services, etc.) and then trigger an automated email follow-up and a notification for your team to follow-up by phone. Smith.ai will add the chat transcript (including qualification questions) to your contact, so when you reach back out you’ll have all the information at your fingertips.
Please note: CRM integration is an add-on feature and will incur an extra fee. Live Chat accounts include the first CRM integration for free. View current pricing for this and all other add-on services.