Smith.ai Now Integrates with HighLevel

Jessica Paxton

e at Smith.ai recognize how valuable time is to your agency, which is why we’re always looking for ways to save precious minutes. Our new integration with HighLevel allows marketing firms to fast-track many processes with a set of powerful, intuitive tools.

What is HighLevel?

HighLevel is an all-in-one sales and marketing platform built for agencies and marketers. Built for agencies by an agency, the HighLevel platform gives marketing agencies the tools, support, and resources to succeed. Capture leads, nurture them, and close more deals using one platform with Highlevel’s complete agency engine. 

How Smith.ai calls appear in HighLevel

When you connect Smith.ai with HighLevel, all calls handled by Smith.ai’s receptionists will now appear in HighLevel. With this integration, after every call, Smith.ai will:

  • Check if the caller exists
  • If no contact exists, a new contact is created as a lead, and a note with the call details is added
  • If a contact already exists, the contact is updated, and a note with the call details is added

Let's see that zoomed-in, so you can see the details provided in every call note:

How will the integration between Smith.ai and HighLevel improve my marketing agency?

Combining Smith.ai and HighLevel means greater firm efficiency. Every caller and conversation that Smith.ai handles for your agency or partners is automatically added to HighLevel, ensuring your records are up-to-date 24/7, without any data entry work for you or your agency’s staff. 

Have peace of mind that you won’t miss a call when Smith.ai’s virtual receptionists are answering on behalf of your marketing firm. Convert more potential leads when our agents provide 24/7 call answering. Even outbound sales outreach calls are logged in HighLevel, further extending the integration’s benefits. Whether answering or making outbound calls, Smith.ai receptionists collect detailed contact information, prepare careful summary notes, qualify leads, schedule appointments, and much more. 

How do I connect my Smith.ai account to HighLevel?

If you’re already a HighLevel client, setting up the integration is easy! Simply follow these instructions to integrate HighLevel and Smith.ai in your dashboard in less than 5 minutes:

  1. Go to your Smith.ai virtual receptionist dashboard.
  2. Select the Integrations tab.
  3. Next, select HighLevel to begin the integration process.
  4. Click the Connect HighLevel button.
  5. Select the HighLevel account you’d like to connect. 
  6. That’s it! Once you’ve completed the last step, you'll be presented with a confirmation page, and the integration between your Smith.ai account and HighLevel will be live!

Smith.ai integration with HighLevel is free

At Smith.ai, we strive to deliver services, and an ever-expanding list of features and integrations, that solo, small, and midsize firm owners can easily afford. Your first integration is free with every Virtual Receptionist plan, so you can use the HighLevel integration at no additional charge.

Can Smith.ai make appointments using my HighLevel calendar?

Smith.ai receptionists can do more than answer phone calls and business-related questions; we can schedule appointments for you too!

Once you provide Smith.ai with your HighLevel calendar link, our receptionists can access your availability and schedule new meetings with clients and leads who call in. When the appointment is booked, you and your caller will receive a notification with the proposed time. Smith.ai receptionists will also email you the call details. All you have to do is contact your caller at the meeting time! In addition, our agents can book new consults with your website leads if you have live web chat.

Questions? Contact us.

If you're already a Smith.ai client and need help with the HighLevel integration, please review the help article or email us at support@smith.ai for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your firm’s growth goals and budget. You'll also get $100 off your first month of service with Smith.ai with code  HIGHLEVEL100!

Jessica Paxton

Jessica Paxton is the Product Marketing Manager at Smith.ai.

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