Connect Smith.ai integrations
Standardize your law firm's client intake by integrating Smith.ai with Make to answer calls, qualify leads, and book consultations around the clock. Connecting this hybrid receptionist system to our workflow automation tool lets you instantly sync detailed call summaries and trigger outbound follow-up campaigns. Sign up for free today to convert more leads into active cases.
Triggers and actions
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Smith.ai
Popular Smith.ai workflows
Connect Smith.ai with Make to automate your workflows. Sync customer calls, track leads, and simplify daily tasks.
Add Smith.ai calls as a New Prospect to an Outreach Sequence
Every time Smith.ai answers a call from a new lead, this scenario will add them as a Prospect to Outreach and then add that Prospect to a Sequence.
Create new rows in a Google Sheets spreadsheets from new calls in Smith.ai
This template regularly checks for new calls in Smith.ai and uses the retrieved information to create a new row in Google Sheets. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Send messages on Slack from new calls in Smith.ai
This template regularly checks for new calls in Smith.ai and uses the retrieved information to send a message to a predefined Slack channel. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Automate Your Operations: Integrate Smith.ai with Your Tools via Make
Use Make to connect Smith.ai with your essential tools. Automatically send leads to Outreach, record call details in Google Sheets, and update your team on Slack in real time without manual work.
Instant Lead Follow-Up
Automatically add new leads captured by Smith.ai straight into your Outreach email campaigns to start conversations without delay.
Automated Call Logging
Eliminate manual data entry by automatically recording every Smith.ai call directly into Google Sheets for effortless tracking.
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Real-Time Team Updates
Keep your team in the loop by sending automatic notifications to Slack whenever Smith.ai handles a new call.
Seamless System Syncing
Connect your virtual receptionist with your favorite business apps using Make to keep customer data moving without human intervention.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.