SetSmart and Salesflare
How to connect SetSmart
- Via Zapier — 14 operations available. Set it up ↗
- Via Make — 6 modules available. Set it up ↗
What you can automate
- When new Resume for Lead in SetSmart, find or create contact in Salesflare.
About SetSmart
SetSmart is the AI assistant that automates lead engagement and books your sales calls effortlessly.
SetSmart operations on Zapier
Triggers (7)
Start a workflow when this happens
- AI Switched Off — Triggers when the AI is switched off for a specific lead.
- Failed Message — Triggers when the lead fails to receive a message.
- Lead Accepts to Book a Sales Call — Triggers when a lead has accepted to book a sales call.
- Lead Answered — Triggers when a lead answers to the AI for the first time.
- Lead Qualified — Triggers when a lead has been successfully qualified.
Show 2 more triggers
- Lead Unqualified — Triggers when a lead has been unqualified.
- New Resume for Lead — Triggers when an AI resume has been generated for a lead.
Actions (6)
Things Salesflare can make it do
- Add Tag — Add one or multiple tags to a contact.
- Import New Contact — Import a new lead into SetSmart and send him a template message.
- Send Template Message to Existing Contact — Sends a Template Message to an existing contact.
- Set Lead to Booked — Set Lead to Booked Status
- Turn Off AI — Turn off AI for a contact.
Show 1 more actions
- Update Notes to Existing Contact — Update notes to an existing contact.
Searches (1)
Look up existing records
- Find Contact — Finds a Contact with phone number or email.
SetSmart operations on Make
Actions (6)
Things Salesflare can make it do
- Add Tag to Contact — Add a tag or multiple tags to a specific contact.
- Find a Contact — Find a contact if it exists.
- Import a Contact — Import a contact into SetSmart and send him a template message.
- Make an API Call — Performs an arbitrary authorized API call.
- Send Template Message to Existing Contact — Find a contact and sets him as booked status.
Show 1 more actions
- Set Lead as Booked — Find a contact and sets him as booked status.
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