Actionstep

Create Actionstep individual contacts from new chats in Smith.ai
DESCRIPTION

Smith.ai chat brings in new leads via a website chat widget and texts, but you need these leads logged in your case management tool for easy follow-up. This integration automatically logs the lead's name, address, and email in Actionstep as a new, individual contact. When it's time to take on the new case, you'll save time without needing to create a new contact from scratch in your Actionstep account.

"Smith.ai is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients."
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Jeremy Treister
CMIT Solutions of Downtown Chicago

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