ActiveCampaign

ACTIVECAMPAIGN + SMITH.AI OVERVIEW

Connect your ActiveCampaign to a superior customer engagement service

If you’re using ActiveCampaign, you know that productivity is essential for growing your small business. ActiveCampaign offers tools for both marketing and sales automation, including a complete CRM platform, email marketing, lead scoring, and web analytics. 

Benefits of ActiveCampaign + Virtual Receptionists

Users of ActiveCampaign are all about personalization and automation to drive leads and increase customer engagement. 

Smith.ai helps ActiveCampaign users achieve the following:

• Streamlined Lead Capture and Qualification: Our AI-powered receptionists can capture and qualify leads via calls and chats. New contacts are automatically added to your CRM eliminating the need for manual data entry.
• Enhanced Customer Engagement: Our personalized interactions with callers and chatters can improve customer satisfaction and boost retention rates. Call summaries and chat transcripts are automatically added to your ActiveCampaign account, providing valuable insights for your sales and marketing teams.
• Improved Sales and Marketing Automation: Combining our lead capture and qualification capabilities with ActiveCampaign's marketing automation tools, businesses can create automated workflows that nurture leads, trigger personalized emails, and move contacts through the sales funnel.
• Increased Efficiency and Productivity: Automating lead capture, qualification, and nurturing tasks frees up sales and marketing teams to focus on more strategic activities, such as closing deals and developing new marketing campaigns.
• Improved Customer Service: Our receptionists can handle common inquiries and provide basic customer support, reducing the burden on your team and allowing them to focus on more complex issues and revenue-producing tasks.

Ways to integrate ActiveCampaign with Smith.ai

• Sync Smith.ai Virtual Receptionist calls to ActiveCampaign
• Sync Smith.ai website chats and texts to ActiveCampaign
• Request a Smith.ai Outreach Campaign Call from ActiveCampaign

Sync Smith.ai Virtual Receptionist calls to ActiveCampaign (Native)

Smith.ai integrates with ActiveCampaign to add post-call details to your CRM. When Smith.ai handles a caller or chatter for your business, Smith.ai creates or updates leads in your ActiveCampaign account after every receptionist call. We will:

• Create a new contact with name, email address, and phone number of the lead
• Add call summary to the new contact
• If the conversation was with an existing contact, we’ll search for them by email and add the call summary to the contact as a note

Track your leads in ActiveCampaign and allow the entire team access to follow-up on leads, clients, and others who call your business.

Sync Smith.ai website chats and texts to ActiveCampaign (Native)

Smith.ai integrates with ActiveCampaign to add post-chat information to your CRM. When you connect the two platforms, Smith.ai creates or updates leads in your ActiveCampaign account after every receptionist chat conversation. We will:

• Create a new contact with the name, email address, and phone number of the lead
• Add chat transcript to the new contact

If the conversation was with an existing contact, we’ll search for them by email and add the transcript to the contact as a note.

Request a Smith.ai Outreach Campaign Call from ActiveCampaign (Zapier)

Using Zapier, when a new lead is added to ActiveCampaign, it will request an Outreach Campaign call to that customer.

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About ActiveCampaign

ActiveCampaign is a CRM built for small businesses, offering tools for both contact record management and marketing and sales automation.

REQUIREMENTS FOR INTEGRATION

Smith.ai Subscription

ActiveCampaign plans

Zapier account (Optional)

RESOURCES

How to Connect Your ActiveCampaign Account to Smith.ai

How to Connect Your ActiveCampaign Account to Smith.ai Chat

How to Connect ActiveCampaign and Smith.ai for Outreach Campaigns Using Zapier