Smith.ai + Salesforce Integrations, Built by an AI Agent
Put Smith.ai + Salesforce to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Smith.ai and Salesforce
See the kind of workflows teams build with Smith.ai and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
Smith.ai + Salesforce
When a new call is completed in Smith.ai, log the call transcript and summary to Salesforce.
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Send text messages to newly created leads
When a new lead is created in Salesforce, automatically send a welcome SMS via Smith.ai to establish immediate contact.
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Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Smith.ai, automatically log the activity on the contact's record in Salesforce.
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Dispatch text confirmations on won deals
When a deal is won in Salesforce, send an automated SMS via Smith.ai to confirm details with the client.
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Browse the full workflow library →
Looking to achieve something else with Smith.ai and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Smith.ai and Salesforce
Everything Smith.ai and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
Smith.ai Explore Smith.ai →
Smith.ai is a virtual receptionist and call handling service that provides virtual agents and AI to manage calls, web chat, and lead intake.
TriggersTriggers when a new call is created.
Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!
Adds a recipient to an Outreach Campaign. Once triggered, this action will add a recipient with name, number, and email address to the outreach campaign call queue, and we'll give them a call! ⚠️ This is for Outreach Campaign Accounts only. This will not work for a regular Virtual Receptionist account. Use the Call Someone (Virtual Receptionist) Zap for that.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
2Chat
2Chat is a messaging integration platform that enables e-commerce brands to connect WhatsApp accounts to business systems for automated customer support.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
8x8
8x8 is a cloud communications platform providing voice calling, video conferencing, team messaging, and contact center capabilities.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
Adversus Dialer
Adversus Dialer is a cloud-based predictive dialer and contact center platform designed to automate outbound telemarketing calls.
Aircall
Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.
allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
A contact center and cloud phone system providing automated calling, texting, and sales dialer capabilities for teams.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Smith.ai + Salesforce
Is there a pre-built Smith.ai + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Smith.ai and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Smith.ai or Salesforce connector?
No. The Agent works whether or not Smith.ai or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Salesforce and Smith.ai help track phone communications?
Inbound calls, text messages, and missed calls handled in Smith.ai can automatically log activities or update lead profiles directly inside Salesforce.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in Salesforce can prompt Smith.ai to send an automated SMS confirmation or message to the client.