SetSmart + Close Integrations
Put SetSmart + Close to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between SetSmart and Close
See the kind of workflows teams build with SetSmart and Close below — describe the exact one you want above and the Agent builds it on demand.
SetSmart + Close
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.
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
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.
See details
Browse the full workflow library →
Looking to achieve something else with SetSmart and Close?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for SetSmart and Close
Everything SetSmart and Close can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
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.
Other AI Assistants & Chatbots apps on Knit
Explore more AI Assistants & Chatbots integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccurAI
AccurAI is an artificial intelligence assistant platform designed to automate document processing, data extraction, and business workflow tasks.
AI Number
AI Number is an artificial intelligence virtual phone assistant that handles inbound phone calls, answers questions, and routes inquiries automatically.
AirOps
AirOps is a platform that enables teams to build, test, and deploy custom AI workflows, assistants, and document generation tools.
Allo
Allo is an AI assistant software that helps teams organize workspace knowledge, summarize information, and automate routine operational tasks.
aperfectstay
aperfectstay is an AI-powered guest communication and property management assistant for short-term rental hosts and property managers.
Atllas
Atllas is an artificial intelligence real estate assistant that automates property research, deal analysis, and client communication.
Autocalls
Autocalls is an artificial intelligence voice assistant platform that automates outbound and inbound phone calls for businesses.
Base44
Base44 is an AI assistant platform that automates customer workflows and internal business operations through conversational artificial intelligence.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
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 SetSmart + Close
Is there a pre-built SetSmart + Close automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches SetSmart and Close's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built SetSmart or Close connector?
No. The Agent works whether or not SetSmart or Close 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.