SetterMaxer and Salesflare

How to connect SetterMaxer

What you can automate

  • When appointment Booked in SetterMaxer, create meeting, then create call in Salesflare.
  • When new Lead in SetterMaxer, find or create contact in Salesflare.
  • When lead Info Updated by Agent in SetterMaxer, find or create contact in Salesflare.

About SetterMaxer

SetterMaxer is a lead engagement platform where AI agents chat with website and messaging leads, qualify them, and book appointments in your calendar.

SetterMaxer operations on Zapier

Triggers (6)

Start a workflow when this happens

  • Appointment Booked — Triggers when a conversation results in a booked meeting.
  • Appointment Rescheduled — Triggers when an existing booking moves to a new time.
  • Conversation Handed Off — Triggers when a salesperson takes over a conversation from the AI.
  • Follow-Up Sent — Triggers when the agent sends its automated follow-up message.
  • Lead Info Updated by Agent — Triggers when your agent learns or changes something about a lead — a captured detail, a tag, the qualification status, the AI summary or the lead score. Edits made by hand in the Leads table do not trigger this.
Show 1 more triggers
  • New Lead — Triggers the first time a person engages your agent — or when an automatic outbound message reaches them. Imported contacts do not trigger this until that first contact happens.

Actions (1)

Things Salesflare can make it do

  • Create Lead — Creates a new lead in one agent’s lead table, or updates the existing lead if that agent already has a contact with the same phone number or email address.

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