Act! + Smith.ai

Act! + Smith.ai integrations

Find or create contacts and add opportunities in Act! for new Smith.ai calls

Smith.ai receptionists capture and screen new leads for your business, but you need these leads in your Act! account to start managing the opportunity. This integration searches for contacts in your Act! account and creates one if a contact isn't found. Then, the integration logs information as an opportunity under the contact in Act! Never copy and paste new Smith.ai call summaries into your CRM again.

When this happens...
New CallTriggers when a new call is created.
TriggerPolling
automatically do this!
Add OpportunityCreates a new opportunity.
ActionWrite

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More things you can do with Smith.ai and Act!

Discover other triggers and actions you can use with Smith.ai and Act!

New Call
Triggers when a new call is created.
Trigger
Polling
Try It
- Campaign ID
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
Action
Write
Contact Updated
Triggers when a Contact is updated.
Trigger
Polling
Try It
- Activity Type
  Required
- Regarding
- Schedule With
  Required
- Start Time
  Required
- End Time
  Required
- Details
- Location
- Priority
- Is Private
Action
Write
- Name
- Contact
  Required
- Estimated Close Date
  Required
- Status
- Stage
- Probability
- Actual Close Date
- Competitor
- Referred By
- Reason
Action
Write

- Type
  Required
- Contact
  Required
- Regarding
- Details
- Start Time
  Required
- End Time
  Required
- Private
Action
Write
- Contact
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write

- Group Name
Action
Search
- Name
  Required
- Description
Action
Search or write

- First Name
- Last Name
- Number
  Required
- Email Address
- What should we do?
  Required
- What if they don't answer?
  Required
- Language
- When would you like us to call back?
  Required
- Summary Email
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
- Contact
  Required
- Note Text
  Required
- Private
Action
Write
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Name
  Required
- Description
Action
Write
- Field to Search By
  Required
- Value to Search By
  Required
Action
Search
- Field to Search By
  Required
- Value to Search By
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Search or write

About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.

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Related categories

CRM (Customer Relationship Management)

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About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS