CRM Integration
Calls, chats, and appointments are automatically logged in your systems, including calendars, CRMs, and case management software.
CRM Integration
INTEGRATES WITH YOUR TECH STACK
Customer relationship management (CRM) software
Integrate your CRM platform to push call summaries, call recordings, chat transcripts, and contact information into your software. Works with popular platforms like Salesforce, Hubspot, ActiveCampaign, Clio, and more.
- Automatic data synchronization
- Complete interaction history
- Enhanced lead management
- Streamlined workflows
Conflict checks
Our receptionists can securely check for conflicts in law firm CRMs before booking consultations. We'll qualify new leads, run a conflict check, and schedule an appointment all on the first call.
Over 80% of consumers prefer to talk to a real person over the phone.
Transfer notifications in Slack and Teams
Transfer requests by phone don't work for every business, so we can notify you of a transfer in a Slack or Microsoft Teams channel instead. Choose to take calls in the platform you use every day.
Zapier and Make integrations
A world of integrations opens up when you connect Zapier or Make to Smith.ai. Calls and chats can trigger events from adding contacts to a Google spreadsheet to starting email nurture campaigns.
We play well with your software
Calls, chats & appointments are automatically logged in your systems. Real-time syncing with over 7,000 integrations.
How It Works
Our streamlined process makes CRM integration effortless for your business
Initial Setup
Connect your CRM system through our secure API integration process, with guided setup and field mapping.
Contact Synchronization
Existing contacts from your CRM are synchronized with the AI system, ensuring consistent customer recognition.
Automated Record Creation
When new customers contact your business, their information is automatically captured and new CRM records are created.
Interaction Logging
All conversations and actions taken by the AI are automatically logged in your CRM as activities or notes.
Workflow Triggering
Based on conversation outcomes, the system can trigger specific workflows in your CRM for follow-up actions.
The CRM integration has eliminated at least 15 hours of data entry work per week for our team. Now every call is automatically logged with complete details, and our follow-up process is much more efficient.
Mark Rodriguez
Elite Property Management
Industry Use Cases
See how different industries benefit from our CRM integration
Sales Teams
Automatically log all prospect interactions, schedule follow-ups, and track the sales pipeline from initial contact to close.
Customer Support
Give support agents complete visibility into customer history and previous interactions for more effective issue resolution.
Service Businesses
Track customer service history, equipment information, and maintenance schedules for more efficient service delivery.
Frequently Asked Questions
Find answers to common questions about our CRM integration
How can a great CRM integration service help my business grow?
A CRM integration service streamlines your workflow by automatically capturing and organizing customer data, eliminating manual data entry, reducing errors, and ensuring your team has access to complete and up-to-date customer information. This leads to improved customer service, more effective sales processes, and better business insights.
Why should my business hire an outsourced answering service for CRM integration services instead of a call center or in-house staff?
Outsourced services offer specialized expertise, cost efficiency, and scalability without the overhead of hiring and training in-house staff or managing a call center. Our virtual receptionists are already trained on major CRM platforms and can implement integrations quickly and effectively.
How do I estimate the cost of a CRM integration answering service for my business?
Costs typically depend on your call volume, complexity of integration needs, and level of customization required. Our team can provide a customized quote based on your specific requirements and CRM platform.
What common business problems indicate that I need CRM integration services?
If your team spends significant time on manual data entry, if customer information is inconsistent across systems, if you're missing follow-up opportunities, or if you lack visibility into the customer journey, these are all indicators that CRM integration services could benefit your business.
What are the ways CRM integrations can help small, medium, and large businesses?
For small businesses, CRM integrations provide enterprise-level capabilities without additional staff. Medium businesses benefit from improved scalability and consistency across growing teams. Large enterprises gain unified customer data across departments and locations, ensuring consistent customer experiences regardless of which team member is involved.
Related Features
Discover other services that complement our CRM integration
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