In short: The SmartMoving integration sends leads, chat conversations, and callback info to SmartMoving as new moving leads — automatically. Connect it once under Settings → Integrations with your Provider Key, and new leads flow straight into your SmartMoving account.
What it is
SmartMoving is a CRM built for moving companies. This integration forwards the leads you capture in Voizee — from website chat, the AI Voice Assistant, callback calls, and widget SMS or email — into SmartMoving as new moving leads. It is a one-way connection: Voizee creates leads in SmartMoving so your sales team can work them where they already do.
Why use it
- No copy-paste — leads reach SmartMoving the moment they’re captured.
- Full context — name, phone, email, move details, and conversation notes travel with the lead.
- Work leads in one place — your team stays in SmartMoving.
- Route to the right branch — optionally send leads to a specific SmartMoving branch.
Before you start
- A SmartMoving account with access to lead providers.
- Your SmartMoving Provider Key — in SmartMoving go to Settings → Sales → Lead Providers, select your website provider, then click View Instructions.
Set it up
- Go to Settings → Organization → Integrations and find the SmartMoving tile.
- Click Connect (or Manage if already connected) to open the SmartMoving Integration page.
- Paste your key into the Provider Key field.
- (Optional) Enter a Branch ID to route leads to a specific SmartMoving branch.
- Click Save.
Note: Your Provider Key is encrypted and can be removed at any time using the Remove Integration button.
New leads, chat conversations, and callbacks now flow to SmartMoving automatically.
How it works
Whenever Voizee captures a lead — from a website chat, AI Voice Assistant, callback call, or widget SMS or email — it creates a matching lead in SmartMoving. The lead includes the contact’s name, phone, and email, any move details collected (move date, move size, service type, and origin/destination addresses), the lead source, and a notes block with tags and the conversation transcript or callback summary. The referral source in SmartMoving is set to Voizee, and each lead is sent only once.
Tips & best practices
- Collect move details as custom fields — move date, size, service type, and addresses — so they map correctly into SmartMoving.
- Set a Branch ID if you run multiple branches and want leads routed to a specific one.
- Keep the Provider Key valid — if it’s removed or invalid, leads won’t reach SmartMoving.
- Check the first few leads in SmartMoving to confirm fields land where you expect.
FAQ
Which way does the data flow?
One way — Voizee sends leads to SmartMoving. Voizee does not pull data back from SmartMoving.
What gets sent to SmartMoving?
Contact details, move details, lead source, UTM tracking, and a notes block with tags and the conversation transcript or callback summary.
Will the same lead be created twice?
No — each lead is exported once.
How do I disconnect it?
Open the SmartMoving Integration page and click Remove Integration.
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