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Integrate Smith.ai with ActiveCampaign

Connect Smith.ai and ActiveCampaign to improve responsiveness and convert more new leads who call or web chat with your business

Smith.ai is a virtual receptionist service for phone calls, web chat, and intake. Our North America-based receptionists answer calls, qualify leads, intake clients, book appointments, and accept payments, so your business is more productive, professional, and profitable.

With this integration, Smith.ai receptionists can create a new contact with the name, phone, and email address in your ActiveCampaign account, as well as update this information for existing contacts

In addition to client & lead call summaries, web chat transcripts are added as new notes within the contact's record, too. No more copy-and-paste grunt work, duplicate records, or untracked leads - all of your callers' contact information and post-call notes are sync'ed in real time with ActiveCampaign.

Features

  • Receptionists warmly greet and pre-screen leads with your custom questions.
  • New qualified leads are automatically added to your ActiveCampaign account after calls.
  • Call summaries and web chat transcripts are added to current contacts as new notes.
  • Send nurturing follow-up email campaigns to new leads who call your business.
  • Have receptionists call back and book appointments with contacts who fill out website forms.
  • Prioritize and route leads based on call frequency and summaries.

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Better Responsiveness & More Converted Leads Smith.ai and ActiveCampaign

Smith.ai friendly receptionists warmly greet your callers, qualify potential new clients, schedule appointments, gather basic intake information on new clients, and even take payments - according to your custom instructions. When you integrate Smith.ai with ActiveCampaign, information gathered during calls is automatically logged in your CRM as new contacts and notes.

Once your callers become contacts in ActiveCampaign, you can send automatic nurture emails, set follow-up reminders, add lead scoring and prioritization, and more. You can even set up ActiveCampaign forms to trigger call-backs from your Smith.ai virtual receptionists!

Build and Design High-Converting Landing Pages

"Grow Your Audience. Personalize content. Capture more leads. Drive more sales. Deliver great experiences."

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Resources to get you started

Where a Virtual Receptionist Fits into the Customer Lifecycle

For SMBs, responding to every lead that calls is important and time consuming. Learn how to move and track your leads through the customer lifecycle with a virtual receptionist from Smith.Ai

Improve Sales Team Performance with Two New Reports

Our Task Metrics Report and the Sales Performance Report give you better visibility into how your sales team is performing. Read our breakdown on how to use them.

How to Keep Your Sales Organized (Without Draining Away Your Tome)

If you don't organize your sales, leads slip through the cracks. Here's how to organize your sales – so you never lose a deal that should have closed

Bring your imagination to life with the ActiveCampaign API.

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Instant set-up. No credit card required.