Accelerate the growth of your business when live virtual receptionists answer your calls and chats 24/7.
Connect Smith.ai to Actionstep through Zapier for a completely hands-off client and lead intake system. Smith.ai receptionists answer your business calls 24/7, then the caller's contact information and call summary is automatically logged in your Actionstep account as a new contact or update a current contact or matter. Set up this integration to spend less time transferring caller data into Actionstep and more time on billable work.
- Sync communications in real-time so you have up-to-date info on your clients and leads
- Customize the Zapier integration to work perfectly with your account
- Automate follow-up for new leads, current clients, and previous clients who contact your business
- Receptionists can also qualify and intake leads, schedule appointments, take payments, and more, and log all details in Actionstep
To set up this integration, you'll need a Smith.ai account and a free Zapier account.
Smith.ai plans start at $210/month for 30 virtual receptionist calls and $140/month for 20 live chats. Your first integration is free. All plans are covered by a 14-day money-back guarantee.
ACTIONSTEP (gets you $100 off your first month of services).