Smith.ai Virtual Receptionist

Connect your Actionstep to a superior virtual receptionist service.

About this integration

Locations Available: US

When Smith.ai handles a caller or chatter for your firm, this integration syncs contact information, call summaries, and chat transcription to Actionstep.

When Smith.ai handles a caller or chatter for your firm, you’ll receive detailed information, including the caller’s name, contact information, and call notes in your Actionstep account. You can track your leads in Actionstep and provide the whole team with access to follow-up on leads, clients, and anyone else who calls your business.

Native/iPaaS Requirements: Zapier

Actionstep permissions: Zapier

Learn more

Follow this link for more information on the Actionstep + Smith.ai integration. If you are an Actionstep user who is interested in the services Smith.ai offers, please contact:

Email: hello@smith.ai

Phone: 650-727-6484

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