Calls taken by Smith.ai receptionists are automatically logged in your Zoho CRM.
When Smith.ai handles a call for an existing contact, the activity is logged within that contact record.
When Smith.ai handles a call for a new contact or lead, a new lead is created and the activity is logged within that record.
For both existing contacts and new leads, all activities logged by Smith.ai are displayed in the recent activity feed on your homepage.
Contact your clients with confidence. Client contact info and conversation history are always up to date, without any data entry work for you or your staff.
Key Features:
With this integration, every conversation, including the full call summary, is logged in your Zoho CRM. Turn calls into strong leads with Smith.ai and Zoho.
Keep data up to date when Smith.ai logs calls from your current clients.
Populates calls handled by Smith.ai receptionists in your Calls section of Zoho CRM.
Quickly access Smith.ai recordings and transcripts (if applicable) for every call handled on your behalf.
Smith.ai is a 24/7 virtual receptionist and intake service for small and midsize businesses. Our professional agents, backed by AI, handle calls, chats, texts, and Facebook messages - plus, we offer an AI-only chatbot. We accelerate your business growth.
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I would recommend you to try Smith.ai 24/7 Virtual Receptionists for Zoho CRM. It would add a lot more value to your CRM account.
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