SmartMoving

The SmartMoving integration is purpose-built for moving companies. On top of standard contact info, it captures move-specific details - origin address, destination address, move date, and how the lead heard about you - so your SmartMoving pipeline contains everything a mover needs to quote the job.

What gets synced

Every lead pushed into SmartMoving includes:

Contact information

• First name
• Last name
• Phone number
• Email
• Postal code

Move-specific details (when captured during the conversation)

• Origin address info (moving from)
• Destination address info (moving to)
• Move date
• Referral source

Connecting SmartMoving

Options

Enable

Turns the integration on or off for this source. Default: off.

Inherit from parent

Only shown on a location with a parent business. When on, the location uses the parent’s SmartMoving settings. When off, it overrides them.

Create lead in CRM only when contact info is received

Label: Create lead in CRM only when contact info is received. Default: off.

• When on - SmartMoving gets the lead only once the lead has shared a phone number or email, and only if CRMs is checked under Trigger integrations: in the source’s Contact Info tab for that kind of contact info.
• When off - SmartMoving gets the lead as soon as the lead first reaches out, even before you have their contact info.

Create only new leads

Label: Create only new leads. Default: off.

• When on - If your business had already messaged the lead before Auto-Respond first received the conversation, the lead’s contact info is not sent to SmartMoving. New messages in a conversation don’t send the lead again either.
• When off - Those leads and messages are sent too.

This option looks at the conversation, not at SmartMoving: it doesn’t search SmartMoving for an existing record.

Notify this integration only after the AI determines the lead is interested

Label: Notify this integration only after the AI determines the lead is interested. Default: off.

• Needs AI Assistant with Short or Long conversation in Conversation Setup.
• Can’t be turned on together with Create lead in CRM only when contact info is received or Create only new leads.

Validate Connection

Re-tests your API key.

Disconnect

Removes the API key. Confirmation required.

Matching and deduplication

Matching is done on phone and email.

About the move-specific fields

The origin, destination, move date, and referral source are only written to SmartMoving if they were actually captured during the Auto-Respond conversation. If the lead didn’t mention their destination, for example, that field is left blank on the SmartMoving record - it is never fabricated.

Disconnecting

Open the SmartMoving card → click Disconnect → confirm. The API key is cleared.

Troubleshooting

• “Validation failed” / invalid key - The provider API key is wrong or was revoked. Generate a new one in SmartMoving.
• No leads appearing - Confirm Enable is on, check Create lead in CRM only when contact info is received, and confirm the provider key has permission to create leads.
• Move details missing from the SmartMoving lead - Those fields are only filled in when the conversation captured them. Check the inquiry - if the lead never shared a move date, it will be blank on SmartMoving too.
• Duplicates - Turn on Create lead in CRM only when contact info is received so a lead is only created once a phone number or email is known.

Questions about the SmartMoving integration? Email support@auto-respond.com.