Smith.ai Now Integrates with Zoho CRM

Jessica Paxton

Smith.ai continually strives to improve and expand its features to serve our clients better. So 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 integrating with your current software is essential, so we proudly announce that Smith.ai now integrates with Zoho!

What is Zoho?

Zoho is a unique and powerful suite of software designed to transform the way you work and help you run your entire business more efficiently. Zoho’s complete CRM platform is a fully customizable solution for growing businesses and enterprises looking to streamline business processes across the board. With a simple, straightforward user interface, Zoho is easy to learn and use.

How the Smith.ai and Zoho integration works

When you connect Smith.ai with Zoho, all calls handled by Smith.ai’s receptionists will now appear in Zoho. After every call, Smith.ai will:

  • Create new leads for callers who don’t yet exist in Zoho
  • Match callers with existing contacts who already exist in Zoho
  • Log calls within the lead or contact record
  • Display calls in the contact’s or lead’s timeline feed

You won’t miss a call when you’re using Smith.ai virtual receptionists to answer on behalf of your business. With the Zoho integration, you can see what work has already been completed on the call by the receptionists, and from there, you’ll be able to immediately identify and assign tasks for the next steps. Smith.ai’s integration with Zoho eliminates the need to manually enter every call and constantly check email, Slack, and text messages for Smith.ai call notifications, saving you time. 

By reducing data entry chores and keeping all of the employees in the loop on lead and client interactions by phone, this integration also helps you run a more efficient and productive business.

Using Zoho's workflow rules, you can automate different stages in the customer life cycle. 

  • For example, imagine that a new lead comes in from a Smith.ai call and gets assigned to one of your sales reps. Using Zoho's workflow rules, you can create follow-up tasks such as sending an email welcoming the new lead, adding a task to the sales rep assigned, and updating fields.

How to connect your Smith.ai account to Zoho

If you’re already a Zoho user, getting started is simple. Simply follow these instructions to integrate Zoho 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. Select Zoho to begin the integration process. 
  4. Click the Connect Zoho button.
  5. That’s it! Once you’ve completed the last step, the integration between your Smith.ai and Zoho accounts will be live! 

Smith.ai integration with Zoho is free

Zoho 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 Zoho integration at no additional charge.

Questions? Contact us.

If you're already a Smith.ai client and need help with the Zoho 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 ZOHO100!

Jessica Paxton

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

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