HubSpot is one of the largest and most well respected providers of inbound marketing and sales software, so it's no surprise that our clients have requested Smith.ai to integrate with their system. We're pleased to announce that thanks to HubSpot's open API, our receptionists can now make data management and client follow-up even easier for you with streamlined workflows between your callers and your HubSpot account.
With the Smith.ai and HubSpot integration, our receptionists can now:
A new contact record created by a receptionist after a call will look something like this:
If you're already a HubSpot user, getting started is simple:
Note: Once your HubSpot account is connected to Smith.ai, to view Smith.ai call activity, please be sure to select the box for "Smith.ai" under "Integrations" in your Activity Filter. To access this menu, just click on "Filter activity."
Also, 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.
Not sure how you can best leverage the HubSpot integration with your Smith.ai receptionists? We're happy to discuss implementation options and best practices. Please reach Smith.ai Support Monday through Friday, 5am – 6pm PT / 8am – 9pm ET via phone at (650) 727-6484 and via email at firstname.lastname@example.org.