Find or create persons and add activities in Pipedrive for new chats in Smith.ai Chat

Smith.ai live chat agents + automated chatbots capture and screen new leads for your business, but you need these leads in your Pipedrive account to start managing the relationship. This integration searches for persons in your Pipedrive account by the chat lead's name, email, and phone, and creates one if a person isn't found. Then, the integration logs name, email, chat duration, and a transcript of the chat conversation as an activity under the person in Pipedrive. Never copy and paste new Smith.ai chats into your CRM again.

"Smith.ai is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients."
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Jeremy Treister
CMIT Solutions of Downtown Chicago

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