June 22, 2018

Smith.ai Now Integrates with Agile CRM

Agile CRM is a popular sales, marketing automation, and customer service tool that is powerful enough for large companies but free for up to 10 users, making it an appealing choice for solo professionals and small businesses.

Smith.ai now integrates with Agile CRM so callers' contact information and post-call summaries are instantly added to your Agile CRM account after each call. Smith.ai's receptionists can also book appointments directly in your Agile CRM calendar.

Below, we explain how the integration works and a few simple steps for getting set up.

How the Agile CRM + Smith.ai integration works

When your Agile CRM account is connected to Smith.ai, our receptionists can:

  • Create a new contact with the name, phone, and email address
  • Attach a call summary to the contact's timeline 
  • Book appointments on your calendar

A new contact record created by a receptionist after a call will look something like this:

agile crm contact

After a call is completed, the call summary will appear on the contact's timeline like this:

How to connect your Agile CRM account to Smith.ai

If you're already an Agile CRM user, getting started is simple: 

  1. Copy and paste this link into your browser: https://yourdomain.agilecrm.com/#analytics-code (replace "yourdomain" with your actual domain)
  2. Go to Admin Settings, and then click on "Developers & API."
  3. Copy your Rest API key, your agilecrm account holder email and your agilecrm domain and email them to us at support@smith.ai with the subject line, "Agile CRM Integration."
  1. That's it! We'll let you know as soon as the integration setup is complete, typically within 1 business day. Once your accounts are linked, you'll see Agile CRM contacts and call summaries added by your receptionists after each call.

How to retrieve your Agile CRM calendar link

If you'd like to have Smith.ai receptionists book appointments on your Agile CRM calendar, we'll need your calendar link. Please follow these steps:

  1. Copy and paste this link into your browser: https://yourdomain.agilecrm.com/#analytics-code (replace "yourdomain" with your actual domain)
  2. Go to Admin Settings, and then click on "Preferences."
  3. Copy your "Scheduling URL" and email it to us at support@smith.ai with the subject line, "Agile CRM Calendar Link." Please include specific directions for our receptionists to follow when booking your appointments.
agile crm calendar
  1. That's it! We'll let you know as soon as we're ready to begin booking appointments for you, typically within 1 business day. 

Please note: CRM integration and appointment scheduling are optional add-on services and will incur an extra fee. View current pricing for these and all other add-on services.

Contact Smith.ai for assistance

Not sure how you can best leverage the Agile CRM integration with your Smith.ai receptionists? We're happy to discuss implementation options and best practices. Please reach Smith.ai Support Monday through Friday, 6:00 am to 6:00 pm PST / 9:00 am to 9:00 pm EST via phone at (650) 727-6484 or via email at support@smith.ai.

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