How the Zoho CRM + Smith.ai integration works

When you connect Smith.ai with Zoho, all calls handled by AI Receptionist will now appear in Zoho. After every call, AI Receptionist will:

• Create new leads for callers who don’t yet exist in Zoho
  
  
  
  
  
• Match callers with existing contacts who already exist in Zoho
• View Smith.ai calls in the calls tab
  
  

  
  

  
  
• Log call details within the lead or contact record
  
  

• Display calls in the contact’s or lead’s timeline feed
  
  

How to connect your Zoho account to Smith.ai

If you’re already a Zoho user, getting started is simple:

1. Go to your AI Receptionist dashboard and select the Integrations tab.
2. Select Zoho to begin the integration process

   
   

   
   
   
3. Click the Connect Zoho button.
   
   
   
4. You'll be presented with a screen from Zoho asking you to log into your account if you haven't already done so. Then you'll be asked to confirm Smith.ai's access to your Zoho account. Press Accept.
5. That’s it! Once you’ve completed the last step, you'll see a confirmation page confirming that the integration between your AI Receptionist account and Zoho will be live! You can navigate back to the dashboard or safely close the page.
   
   

Questions? Contact us!

• If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.
  
• If you're not yet a Smith.ai client, please click here to get started with our AI Receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.