Smith.ai Now Integrates with Keap (fka Infusionsoft)

Jessica Paxton

Smith.ai continually strives to improve and expand its features to serve our clients better. Whether you need appointment scheduling, live transfers of priority calls, or just a friendly, North American-based receptionist to answer phones and form relationships with clients, Smith.ai has a solution. We understand that integration with your current software is essential, so we are happy to announce that Smith.ai now integrates with Keap (formally known as Infusionsoft).

What is Keap?

Keap is an all-in-one sales and marketing automation platform designed to help small businesses grow. Keap combines CRM, marketing automation, sales automation, payments, and more in a single, integrated platform, so businesses can consistently convert more clients and grow.

How the Smith.ai and Keap integration works

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

  • Add new a contact if the caller does not exist in Keap
  • Tag new contacts created by the integration with "Smith.ai"
  • Match callers with existing contacts who already exist in Keap
  • Log calls and call information as a note in the contact’s activity section
  • Display Smith.ai calls in your recent activity feed on the home page

How will the integration between Smith.ai and Keap improve my business?

Combining Smith.ai’s inbound call answering and Keap’s marketing automation ensures your leads are taken care of immediately, and you don’t miss out on prospective business. 

Smith.ai can manage all of your inbound callers. We’ll qualify the leads, complete your client intake forms, and then send that data into your Keap system via the integration. Then you can use Keap’s automation tools. For example, enroll a new lead into a follow-up sequence to provide quicker follow-up, targeted and personalized emails, and tailored marketing to segmented lists. Impress and delight potential (and current) customers and you’re on the path to more leads and sales. Turn your leads into paying clients and your paying clients into raving fans, while cutting out distractions, admin work, and phone interruptions.

How to connect your Smith.ai account to Keap

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

1. Go to the Integrations section of your Smith.ai virtual receptionist dashboard.

2. Select the Keap tile to begin the integration process.

3. Press the Connect Keap button.

4. 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 Keap will be live! 

Smith.ai integration with Keap is free

Keap integration is a standard feature for all of our new and existing clients using a Smith.ai monthly call plan. At Smith.ai, we strive to delight our clients with an ever-expanding list of features and integrations. Your first integration is free, so you can use the Keap integration at no additional charge.

Questions? Contact us.

If you're already a Smith.ai client and need help with the Keap 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 KEAP100!

Jessica Paxton

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

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