Airtable

Airtable is a low‒code platform to build next‒gen apps
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AIRTABLE + SMITH.AI OVERVIEW

Connect your Airtable to a superior customer engagement service

Using Airtable, a highly flexible and intuitive platform, enhances project management, lead handling, and customer interaction. Its integration with Smith.ai's virtual receptionist services can transform your business workflow, ensuring no opportunity is missed.

Benefits of Airtable + Virtual Receptionists

Never miss a lead

When Smith.ai’s receptionists interact with your clients or potential leads, the details of these interactions can be captured directly into Airtable. From basic contact information to detailed summaries, everything is logged efficiently in your Airtable base. This integration keeps your customer data organized and easily accessible for follow-up actions.

Efficient workflow automation

Combine the power of Smith.ai with Airtable to automate workflow processes. This includes updating records based on the conversations and interactions managed by Smith.ai. Whether it's updating lead statuses or adding new client details, this integration ensures your Airtable bases are always up-to-date, reflecting the latest interactions.

Customizable integration via Zapier and Make

Smith.ai and Airtable integration can be customized through Zapier and Make, enabling a seamless data flow between the two platforms. This flexibility allows you to create tailored workflows that match your specific business needs​​​​.

Create a Record in Airtable after each new Smith.ai call (Zapier or Make)

Automatically capture every Smith.ai call detail in Airtable with Zapier and Make integrations. This feature creates a new Airtable record for each call, logging essential information like caller details and conversation summaries. Streamline your client management and ensure comprehensive data collection with minimal effort, maintaining an updated and detailed record of all interactions for easy reference and follow-up​​​​.

About Airtable

Airtable, known for its user-friendly interface, offers database software that can be customized to suit various business needs. From content calendars to product roadmaps, Airtable provides templates and tools to organize and streamline workflows.

REQUIREMENTS FOR INTEGRATION

Smith.ai Subscription

Airtable Account

Zapier or Make Account

RESOURCES

How to Connect Smith.ai and Airtable using Zapier

How to Connect Smith.ai and Airtable using Make

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Owner, CMIT Solutions of Downtown Chicago

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