Close + SetSmart Integrations
Put Close + SetSmart to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Close and SetSmart
See the kind of workflows teams build with Close and SetSmart below — describe the exact one you want above and the Agent builds it on demand.
Close + SetSmart
When a lead is marked unqualified in SetSmart, update the opportunity in Close.
Convert chatbot lead captures into new CRM contacts
When a visitor provides contact details during a chat in SetSmart, automatically create or update their contact profile and log the activity in Close.
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Open deal opportunities after chatbot handoffs
When an AI chatbot handoff occurs in SetSmart, automatically create a new sales deal in Close so account executives can take over seamless follow-up.
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Send personalized AI chatbot messages when deal stages change
When a lead moves to a specific deal stage in Close, automatically instruct SetSmart to send a targeted follow-up or answer prospective buyer questions.
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Browse the full workflow library →
Looking to achieve something else with Close and SetSmart?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Close and SetSmart
Everything Close and SetSmart can do inside a workflow — the triggers that start one and the actions that run when it fires.
Close Explore Close →
Close is a sales-focused customer relationship management system designed for inside sales teams to handle calling, emailing, and deal tracking.
TriggersTriggers when a new call recording or voicemail is added to Close.
Triggers when a new call or voicemail transcript is added to Close.
Triggers when a new Call is created or completed.
Triggers when a new Contact is added to a Contact Smart View.
Triggers when a new contact is created.
Triggers when a Custom Activity is published (saved).
Adds an address to a lead.
Creates a new WhatsApp message.
Delete logged call.
Delete an email on a lead.
Deletes a single email address from an existing contact.
Exports an activity overview or an activity comparison report to a CSV file.
SetSmart Explore SetSmart →
SetSmart is an AI-powered assistant tool designed to automate meeting booking and calendar scheduling workflows.
TriggersTriggers when the AI is switched off for a specific lead.
Triggers when a lead answers to the AI for the first time.
Triggers when an AI resume has been generated for a lead.
Triggers when a lead has been unqualified.
Triggers when a lead has accepted to book a sales call.
Triggers when a lead has been successfully qualified.
Add one or multiple tags to a contact.
Set Lead to Booked Status
Import a new lead into SetSmart and send him a template message.
Sends a Template Message to an existing contact.
Turn off AI for a contact.
Update notes to an existing contact.
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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 Close + SetSmart
Is there a pre-built Close + SetSmart automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Close and SetSmart's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Close or SetSmart connector?
No. The Agent works whether or not Close or SetSmart 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 a chatbot to my CRM benefit my sales team?
Leads gathered by SetSmart are immediately passed to Close as updated contacts or sales opportunities, giving reps rich context without manual data entry.
Can chatbot conversations automatically update existing sales deals?
Yes, when a conversation is handed off or finished in SetSmart, details and interaction logs can automatically update contact profiles or deal stages in Close.