Integrate your CRM platform to push call summaries, chat transcripts, and contact information into your software.Works with popular platforms like Salesforce, Hubspot, ActiveCampaign, Clio, and more.
Our receptionists can securely check for conflicts in law firm CRMs before booking consultations. We’ll qualify new leads, run a conflict check, and schedule an appointment all on the first call.
Transfer requests by phone don’t work for every business, so we can notify you of a transfer in a Slack or Microsoft Teams channel instead. Choose to take calls in the platform you use every day.
The world of integrations opens up when you connect Zapier to Smith.ai. Calls and chats can trigger events from adding contacts to a Google spreadsheet to starting email nurture campaigns.
Calls, chats, appointments, and payments are automatically logged in your systems. Here is a selection of our many integration partners.
Learn how Smith.ai can help your business. We'll address your questions about Smith.ai in general, whether you're interested in our 24/7 phone receptionists, live chat, or both.
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