January 7, 2019

Smith.ai Live Chat Now Integrates with Clio and HubSpot!

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio and HubSpot integrations, we can immediately pass contact information and transcripts from live chats into your CRM, intake, and marketing software. It's never been easier to keep track of and communicate with new leads and existing clients who connected with you online.

How it works

When you integrate your Smith.ai Chat account with your Clio or HubSpot account, the following happens for you:

  • New contacts are added after each chat
  • Existing contacts are matched to their current record (by phone number or email)
  • Chat transcripts are added to each contact's record

In Clio, a chat transcript appears in your Communications log, like this:

In HubSpot, a chat transcript appears in the activity stream of a contact, like this:

How to connect your Clio or HubSpot account with Smith.ai Live Chat

(The directions below assume you have an active Clio or HubSpot account. If you don't have one, go get one and then return to these directions!)

1. Once you have a Smith.ai Chat account, you'll see integrations available to you on the Integrations menu (the grid of one plus-sign and 3 squares, just above the Settings menu).

2. Click on Clio or HubSpot.

3. Click "Connect."

4. Review the add-on fee (at the time of writing, $.50/chat) and click "Add to plan" to accept the fee and continue with the integration.

5. You will then be taken to a screen that prompts you to log in to Clio or HubSpot, and authorize the integration with Smith.ai Chat. Accept, and then you will be taken back to your Smith.ai Chat account.

That's it! Once your account is successfully connected to Smith.ai Chat, you'll see it listed under the "Connected" category within the Integrations menu. You can connect or disconnect integrations at any time.

Please note: CRM integration is an optional add-on service and will incur an extra fee. View current pricing for this and all other add-on services.

How to request a new integration with Smith.ai Live Web Chat

Clio and HubSpot are just the first two of what will be a deep pool of integrations that we enable for Live Chat. From CRMs to online calendaring programs, we build integration based on client demand. Please request an integration here, and we will do our best to implement it for you.

Questions? Contact us!

Would you like more information on the Clio or HubSpot integrations before you get started? We're here to help you get the most out of your Smith.ai receptionists through smart software integrations and workflows. Please get in touch with us at support@smith.ai or call us at (650) 727-6484. We're here Friday, 5am – 6pm PT / 8am – 9pm ET.

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