CRM Integrations and Zapier Connections with Smith.ai

Customer relationship management (CRM) software

Integrate your CRM platform to push call summaries, call recordings, and contact information directly into your software. The AI Receptionist from Smith.ai works seamlessly with popular platforms like Salesforce, HubSpot, ActiveCampaign, Clio, and many more.

Conflict checks

Our AI Receptionist 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 handled efficiently in a few minutes on the first call.

Answering services cost only about 20% of what an in-house staff costs despite better service.

Transfer notifications in Slack and Teams

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 already use every day.

Zapier and Make integrations

A world of integrations opens up when you connect Zapier or Make to the AI Receptionist from Smith.ai. Calls can trigger events ranging from adding contacts to a Google Spreadsheet to starting email-nurture campaigns, all with custom AI prompts tailored to your specific business needs and goals.

Complete Human Coverage When You Need It

Prefer 100% live agents? We've got you covered.

While our AI Receptionist with human support delivers exceptional results for most businesses, we understand that some situations require dedicated human coverage. That's why Smith.ai also offers comprehensive virtual receptionist plans with 100% live, North America-based agents answering your calls 24/7.

Our virtual receptionist plans provide:

Dedicated human agents trained specifically on your business and industry.
True 24/7 coverage with live professionals, never voicemail or automated systems.
Complete call handling including complex scheduling, detailed note-taking, and sensitive conversations.
Seamless CRM integration with the same advanced features as our AI plans.
Custom call instructions tailored to your exact preferences and procedures.
Professional representation that sounds like an extension of your in-house team.

Smith.ai is trusted by 4,000+ businesses

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4.9 stars

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4.7 stars

“So much more than an answering service. Smith.ai gives us a personal way to focus on executing at the fast pace required in startup life.”

Jason Shaw

MyPerfectColor

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Improve customer experiences with 24/7 AI-powered engagement built specifically for your business. Unlike basic AI competitors that offer one-size-fits-all solutions, Smith.ai delivers infinite customization with white-glove implementation tailored to your exact needs and goals.

Custom AI prompts engineered for your industry, terminology, and workflows.
Intelligent call handling with seamless human escalation.
Native CRM integration with your existing tech stack.
Dedicated implementation team that ensures perfect setup from day one.

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END-TO-END INTEGRATIONS

We play well with your software

Calls, appointments, and payments are automatically logged in your systems by our AI. Real-time syncing with over 7,000 integrations.

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Frequently asked questions

The AI Receptionist from Smith.ai can take over call handling and integrate with company systems to ensure all calls and appointments are logged for your team's reference. This frees your staff from regular call handling duties and having to constantly update your systems themselves to focus on their specific job duties without having to worry about interrupting work to pick up the phone or forgetting to log call details.

By enabling CRM integration services through an AI answering service, your business can:

Minimize distractions & protect team's time: With regular customer calls being answered and call information being logged directly in your systems, your team will be able to focus on more important tasks and avoid constant interruptions.
Organized information: In having all of your customer information in one place, your team will be able to access any customer contact information, see any updates to their schedules, and read through any call summaries with ease.
Increase call resolution: Through giving your team context for each call, you reduce the risk of misinterpretations or misunderstandings and your team members can more appropriately and clearly address customers' questions.
Boost customer satisfaction & business reputation: With AI call handling and CRM integration services, your customers will be immediately answered, displaying the illusion of a larger business. With callers feeling valued, your business will exude professionalism and your company's reputation will be stronger than ever.
Enhance lead conversions: Through logging call details in your preferred systems, CRM integration services allow your team to have every chance to convert leads without the hassle of answering and screening calls themselves.

A great CRM integration service can make all the difference for your business. It's important for businesses to not only answer each and every customer who contacts them, but also log all information from those conversations so they can collect important caller data, track leads, and set up campaigns. The AI Receptionist from Smith.ai can provide a professional frontline so that your business can have every call answered, logged, and utilized appropriately. We can deliver exceptional service and effortless integration so that callers can have a great experience with your business and teams can swiftly access any information we handle.

CRM integration services are invaluable to your business's success. Without having to book appointments and update calendars, you can improve your team's responsiveness and productivity and put your business well ahead of your competitors. Whether your business needs lead screening assistance, customer service support, or just help off-setting call handling pressure on your team, a great CRM integration service with custom AI prompts tailored to your specific business needs and goals can transform your business into the best version of itself.

Human agents are available as an extension of AI capabilities for escalations, sensitive topics, requests to speak to a human, and complex scheduling or payment-sensitive information. Callers can request human assistance at any time during the call, and our system automatically determines when human support should take over based on predefined scenarios. With our white-glove setup and onboarding specialists, we ensure your success with comprehensive account management and infinite customizations that make Smith.ai the most adaptable AI receptionist solution in the market.

As far as CRM integrations are concerned, call centers and in-house staff can't perform as well as an AI answering service. Integrating with a company's preferred software isn't rocket science, yet still call centers and in-house staff often fail to offer it. If they do, they frequently integrate in a manner that fails to prioritize your teams' time and your customers' satisfaction. Call centers and in-house staff are often not equipped to integrate with CRM, calendars, or other external software. If they are able to do so, they still are unable to answer common questions callers have and come with excessive background noise as well as basic call handling, leaving callers understandably annoyed.

AI answering services like the AI Receptionist from Smith.ai offer thoughtful accommodations, like various software integration options with custom AI prompts tailored to your specific business needs and goals. By paying attention to the details, the AI Receptionist from Smith.ai can relieve your busy team of call handling pressures, provide your callers with outstanding customer service, and help your business thrive through white-glove setup and comprehensive onboarding support.

Hiring a call center or an in-house staff rather than outsourcing CRM integration to an AI receptionist service may risk your reputation, your productivity, and your customer satisfaction. If you're a small business, this rings especially true for you. Over 80% of consumers prefer to talk to a real person over the phone yet call center agents and in-house staff can sound rehearsed, impersonal, and unsettling. This can destroy any initial impression a caller may have and erode any trust they may have in your business, which is critical to establish in the initial conversation with a caller.

It's well known that call centers customarily:

Engage in poor phone etiquette
Are unable to integrate with CRM and other preferred systems
Lack the ability to regularly update CRM, calendars, and case management systems
Fail to update businesses on data obtained during calls

With over 82% of customers wanting their issues resolved quickly, call centers fall short of providing satisfactory service to callers. Phone calls answered by call center agents take anywhere from 5 to 15 minutes, whereas calls answered by the AI Receptionist from Smith.ai usually only take two to three minutes. And with only 44% of callers reporting call centers to be helpful compared to nearly 76% of callers reporting AI answering services to be helpful, it's clear to see that hiring a call center will result in longer call times and unsatisfactory customer service.

In-house staff also frequently:

Come unequipped to utilize CRM and other systems
Have limited availability and expertise
Cost companies more than they bring in
Have little to no ability to manage massive amounts of data

Even with a full-time in-house receptionist, over 62% of calls go to voicemail or are left unanswered. Despite being their sole purpose, in-house staff still fail to answer phone calls, which can cost your business potential customers, as up to 50% of sales go to businesses that answer first. With many in-house staff having limited customer service knowledge, current customers are lost as well since over 71% of customers will end a business relationship due to poor phone etiquette. Hiring an in-house staff to answer calls is arguably counterintuitive to your business's success.

All of these common issues with call centers and in-house staff can lead to customers hanging up the phone and potential prospects taking their business elsewhere, resulting in your company losing leads, customer loyalty, money, and time. By hiring an AI answering service, such as Smith.ai, instead, your team can avoid losing out on customers by having a knowledgeable and friendly AI receptionist with human support available at all times to answer customers' questions, screen leads, and schedule appointments immediately in your system.

Outsourcing CRM integration to the AI Receptionist from Smith.ai instead of a call center or in-house staff can save your business from overextended budgets, embarrassing customer interactions, missed lead-capturing opportunities, and frustrating workplace complications. Rather than risk your revenue and customer relationships on inexperienced or ineffective call center agents or in-house staff, trust the AI Receptionist from Smith.ai to nurture callers, log important customer info, and take the pressure off of your busy staff. With our onboarding specialists and infinite customizations, we won't drop you in the ocean like competitors who just offer subscriptions — we ensure your success with comprehensive account management that makes Smith.ai the most adaptable AI receptionist solution in the market.

Businesses of every size can benefit from outsourcing call handling and enabling CRM integration, whether it helps to take the load off of a small, family owned business or to increase efficiency in a large corporation. For example:

For small businesses, CRM integration means a professional "big company" phone presence and no lost information

Small businesses are often up to their necks in tasks that need to be done. They don't need to spend more of their restricted time logging customer data or their narrow budget on hiring front desk support. CRM integrations give small businesses the opportunity to have all of their call information in one place. This allows small businesses to maximize their productivity without sacrificing their much-needed time, money, or outreach towards current and potential customers. No more lost customer data.

For medium businesses, CRM integrations mean scheduled appointments and seamless data logging

With an endless amount of projects that need to be done, medium sized businesses struggle to keep up with answering and scheduling customers, resulting in missed leads and frustrated customers. Keeping up with customers' needs and logging the details of each conversation can be difficult for any company, let alone a company with limited staff, availability, and resources. Outsourcing call handling and permitting CRM integrations enables medium sized businesses to place the responsibility of customer service and data logging into the hands of the AI Receptionist from Smith.ai with human support so that their team can get back to running daily operations without worrying about neglecting customers.

For large businesses, CRM integrations mean personalized customer interactions and organized systems

Many larger businesses have staff that are far too busy to answer calls themselves. It can be tedious for sizable staff to focus on the smaller details, like providing personalized one-on-one customer service, when there are such vast operations to run. It's also very costly to hire in-house staff and, for companies at the enterprise level, scaling at lower cost is a core objective. CRM integrations can make it easier for large businesses to function at high volume without neglecting the details that can separate a good company from a great one. By allowing AI answering services like Smith.ai to answer calls and log critical information directly in their systems, larger businesses can maintain organized systems and provide quality customer service with little to no extra effort through customizable AI solutions with white-glove setup and comprehensive onboarding support.

Having a well-informed AI receptionist that is trained in customer service and can represent your company when you're busy can transform your business's efficiency for the better, no matter what size your business is. Whether you want to improve your company's customer service or increase your business's lead conversion rate, an AI answering service that delivers CRM integrations with custom AI prompts tailored to your specific business needs and goals can help accomplish your company's objectives and get your team focused on their work again.

With our onboarding specialists and infinite customizations, we won't drop you in the ocean like competitors who just offer subscriptions—we ensure your success with comprehensive account management that makes Smith.ai the most adaptable AI receptionist solution in the market.

INTEGRATES WITH YOUR TECH STACK

CRM integrations and Zapier connections

Customer relationship management (CRM) software

Conflict checks

Transfer notifications in Slack and Teams

Zapier and Make integrations

Complete Human Coverage When You Need It

Smith.ai is trusted by 4,000+ businesses

Jason Shaw

TALK TO OUR TEAM OF EXPERTS

Book a consultation

END-TO-END INTEGRATIONS

We play well with your software

Frequently asked questions

How can a great CRM integration service help my business grow?

Why should my business hire an outsourced answering service for CRM integration services instead of a call center or in-house staff?

How do I estimate the cost of a CRM integration answering service for my business?

What are the signs that indicate I need CRM integration services?

What are the ways CRM integrations can help small, medium, and large businesses?

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