Close CRM

CLOSE CRM + SMITH.AI OVERVIEW

Maximize sales efficiency with Close CRM Integrated with Smith.ai

Close CRM is designed to streamline your sales process. Integrating Close CRM with Smith.ai's virtual receptionist services takes that one step further, ensuring every call and customer interaction is effectively captured and utilized for business growth.

Benefits of Close CRM + Virtual Receptionists

Automated lead capture and follow-up

Integrate Smith.ai with Close CRM to automatically capture leads from each call. Smith.ai will identify and qualify leads, which are then seamlessly entered into Close CRM, ensuring prompt follow-up and efficient lead management.

Ways to integrate Close CRM with Smith.ai

• Create a new lead in Close CRM after each new Smith.ai call (Zapier or Make)
• Create a custom Close CRM and Smith.ai integration (Zapier or Make)

Create a new lead in Close CRM after each new Smith.ai call (Zapier or Make)

Leverage no-code automation solutions, like Zapier or Make, to automate the creation of new leads in Close CRM for every new Smith.ai call. This integration ensures a streamlined process where each potential customer interaction is captured, enhancing your ability to respond quickly and effectively.

Create a custom Close CRM and Smith.ai integration (Zapier or Make)

Using Zapier or Make, you can create a custom integration between Close CRM and Smith.ai. Choose the triggers, actions, filters, and searches to build a custom workflow to fit your specific business needs.

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About Close CRM

Close CRM offers a variety of features, such as activity reports, opportunity funnel reports, and custom graphs for advanced reporting. 

REQUIREMENTS FOR INTEGRATION

Smith.ai Subscription

Close CRM plans

Zapier account (Optional)

Make account (Optional)

RESOURCES

How to Connect Smith.ai and Close CRM using Make

Zapier’s Smith.ai & Close CRM Integration Page