Make

Connect your apps to our superior call answering and sales outreach services via Make 

Make is a no-code, visual automation platform that lets you send information bidirectionally between platforms. You can send data from thousands of apps to Smith.ai for more efficient lead engagement. 

And after Smith.ai answers your calls or places outbound sales calls, we can pass critical customer engagement data back to your systems — like contact information, call summaries, and custom data points. This takes place with Make. 

Make allows you to automate the key fields pushing to your internal systems. By linking Smith.ai to one of many thousands of web apps through workflows called "scenarios," the integrations can immediately and automatically add your potential new clients to a spreadsheet, your email list, Slack or Teams, your CRM, or any other software you prefer.

Why use Make? 

There are two main reasons why you might want to use Make instead of a native integration.

1. Smith.ai doesn’t have a native integration with your platform: Make works with more than a thousand apps — most of which Smith.ai doesn’t have a native integration. Make unlocks those limitations to automate your workflows with these apps.
2. Make offers more customization: Native integrations typically do not. Our native integrations log calls in your CRM, in the same way every time — which works for most users. Make offers more flexibility in how you log calls, which comes in handy for clients with custom CRM setups.

Key Features of Make + Smith.ai

• Connect Smith.ai with thousands of integrated apps or any API — without coding.
• Schedule your workflows to execute whenever you need — even if you’re not currently using Smith.ai. 
• Design workflows with as many apps and steps as you need. Add filters and conditional logic for more complex or customized processes. 
• Watch your workflow run in real-time for visual testing, rather than dealing with code-based QA or real tests every step of the way.

Benefits of Make + Smith.ai

Save time

Using Make means you can connect with more apps and pass data immediately and automatically, saving your business time from manually inputting data.

Increase your speed-to-lead

Using Call Someone Module actions, your other apps can initiate an outbound Virtual Receptionist call or an Outreach Campaigns call. So, for example, when a new lead form is filled out on your website, Smith.ai Virtual Receptionists can call that lead immediately on your behalf, improving speed to lead and conversion rates.

View Smith.ai calls in your preferred apps

Make lets you connect Smith.ai with 1,000+ popular apps in just a few clicks, without needing to know how to code. Having a single source of truth means not searching for data in multiple apps — and that includes Smith.ai. 

Reduce human error

The data from your initial trigger input will appear uniformly and consistently across all your applications connected to Make.

About Make

Make is a visual platform that lets you design, build, and automate anything – from simple tasks to complex workflows – in just minutes. With Make, you can send information between Smith.ai and thousands of apps. It’s fast and easy to use, visually intuitive, and requires zero coding expertise. You can use the Smith.ai + Make integration to add caller information to thousands of applications, like your CRM, Google Sheets, Google Contacts, and more.

Make works with these Smith.ai products

Virtual Receptionist

Outreach Campaigns

Resources

How to connect Smith.ai to Make

Best Practices with Make