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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See all Close + SetSmart integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Close Explore Close →

Triggers

New lead created

Fires when a new lead or contact is created in Close.

Deal stage changed

Fires when a deal moves to a new stage in Close.

Deal won

Fires when a deal is marked won in Close.

Contact updated

Fires when a field on a contact changes in Close.

Actions

Create or update contact

Creates or updates a contact in Close.

Create deal

Creates a new deal in Close.

Update deal stage

Moves a deal to a new stage in Close.

Log activity

Logs a call, email, or note against a record in Close.

SetSmart Explore SetSmart →

Triggers

New conversation started

Fires when a new chat or conversation begins in SetSmart.

Lead captured in chat

Fires when SetSmart captures a lead during a conversation.

Conversation handed off

Fires when SetSmart escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through SetSmart.

Generate an answer

Asks SetSmart a question against its knowledge base and returns the answer.

Summarize a conversation

Uses SetSmart to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an SetSmart conversation.

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. See details

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. See details

See all Close + SetSmart integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send personalized AI chatbot messages when deal stages change” between Close and SetSmart?

Yes — describe it in the box above and Knit's Integrations Agent researches Close and SetSmart's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.