PipelineCRM + SetSmart Integration
Connect PipelineCRM to SetSmart in 1 click
Free forever.Use premium features free for 14 days.1.
Person is created in PipelineCRM Instant- Company is created in PipelineCRM Instant
- Deal is created in PipelineCRM Instant
- Deal status is changed in PipelineCRM Instant
- Deal is moved in PipelineCRM Instant
Lead is qualified in SetSmart Instant- Lead is unqualified in SetSmart Instant
- Lead agreed to a call in SetSmart Instant
- Appointment is booked in SetSmart Instant
- Tag is added in SetSmart Instant
- Tag is removed in SetSmart Instant
- AI message is sent in SetSmart Instant
2.
- Create Deal in PipelineCRM
- Update Deal in PipelineCRM
- Create Person in PipelineCRM
- Update Person in PipelineCRM
- Create Company in PipelineCRM
- Update Company in PipelineCRM
- Search company in PipelineCRM
- Search deal in PipelineCRM
- Create Task in PipelineCRM
- Create Activity (Note) in PipelineCRM
- Remove tag in SetSmart
- Send message to AI assistant in SetSmart
- Send template message to exiting contact in SetSmart
- Add tag in SetSmart
- Cancel scheduled message in SetSmart
- Set lead to booked in SetSmart
- Add note in SetSmart
- Turn off AI for contact in SetSmart
- Turn on AI for contact in SetSmart
- Search contact in SetSmart
- Import contact in SetSmart
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Top 10 Most Popular PipelineCRM Automations from
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Create PipelineDeals person for new Elementor Forms form submission
Create PipelineDeals person for new Webflow form submission
Create PipelineDeals person for new Simvoly form submission
Create PipelineDeals person for new WPForms form submission
Create PipelineDeals person for new Mautic form submission
Create PipelineDeals person for new Elementor Forms form submission
Create PipelineDeals person for new Webflow form submission
Create PipelineDeals person for new Simvoly form submission
Create PipelineDeals person for new WPForms form submission
Create PipelineDeals person for new Mautic form submission
Create PipelineDeals person for new HappyForms form submission
Create PipelineDeals person for new Elite Funnels form submission
Create PipelineDeals person for new Marquiz lead
Create PipelineCRM person for new Bit Form response
Create PipelineDeals person for new Funnel-Tunnel form submission
Create PipelineDeals person for new HappyForms form submission
Create PipelineDeals person for new Elite Funnels form submission
Create PipelineDeals person for new Marquiz lead
Create PipelineCRM person for new Bit Form response
Create PipelineDeals person for new Funnel-Tunnel form submission
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You Can Also Connect PipelineCRM or SetSmart With 1500+ Other Apps
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PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
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SetSmart is an AI appointment setter that automates conversations on Instagram, WhatsApp, and Messenger. It qualifies leads, answers questions, follows up, and books appointments directly in chat.
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