When HubSpot and Smith.ai are connected, callers' contact information is instantly synced with their records in HubSpot. Existing clients whose information has changed are updated, and new leads whose information was captured by Smith.ai's virtual receptionists are added. Smith.ai will log every call as a new event in each contact's record and include a call summary written by the Smith.ai receptionist whom the caller spoke with, so you can monitor the relationship with that contact over time.
Your website visitors are primarily potential leads, along with some existing clients. Capture and qualify new leads right on your site using Smith.ai Live Website Chat, and then have contact information and transcripts from these chat conversations automatically logged in your Hubspot account.