Keap (formerly Infusionsoft) is a well known program for customer information management and marketing automation, with many small businesses relying on it to not only keep track of client records, but also convert leads via nurturing campaigns. Since Smith.ai receptionists often field calls from both potential and existing clients, it was important for us to enable a connection between our system and Infusionsoft (now Keap), so small businesses using Smith.ai can keep their data in sync.
Now, when calls are completed, contact information is automatically updated and next steps happen without delay. For example, you can instantly assign new leads to an email marketing campaign geared towards converting them into new clients. The integration also eliminates time-consuming copy-and-paste grunt work, and the human data-entry errors that inevitably result from it.
(Tip: If you use AppointmentCore, you can share your calendar booking links with Smith.ai and our receptionists will book appointments for prospective and existing clients, further automating your workflows.)
These automations don't leave you in the dark, however — after every call, you'll still receive an email or text message with a post-call summary, along with a daily report that summarizes all the calls your receptionists handled that day.