SetSmart + systeme.io

Import new contacts in SetSmart for every new sale in systeme.io

Maximize your sales process productivity with this efficient connection between Systeme.io and SetSmart. Every time a new sale is registered in Systeme.io, this automation swiftly introduces the new contact into your SetSmart account. No need to switch from platform to platform, instead save time and improve your sales and customer management procedures. Ideal for businesses aiming to simplify and enhance their operational workflows.

When this happens...
New Sale
Triggers when a new sale is made.
TriggerInstant
automatically do this!
Import New Contact
Import a new lead into SetSmart and send him a template message.
ActionWrite

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Supported triggers and actions

- CampaignRequired
Trigger
Instant
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- FunnelRequired
- Funnel StepRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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- CourseRequired
- Access TypeRequired
Action
Write
- CourseRequired
- Contact emailRequired
Action
Write

- CampaignRequired
- Contact emailRequired
Action
Write
Lead Answered
Triggers when a lead answers to the AI for the first time.
Trigger
Polling
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Lead Unqualified
Triggers when a lead has been unqualified.
Trigger
Polling
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Lead Qualified
Triggers when a lead has been successfully qualified.
Trigger
Polling
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- Phone Number
- Email
- Tags
Action
Write
- Name
- Email
- Phone NumberRequired
- Template Message to Send (if none sends default)
- Assistant ID
- Tag
- AI Status
- Variable 1
- Variable 2
- Variable 3
- Notes
Action
Write
- Contact ID
- Phone Number
- Email
Action
Write
- Phone Number
- Email
Action
Search

- FunnelRequired
- Funnel StepRequired
Trigger
Instant
Try It
- FunnelRequired
- Funnel StepRequired
Trigger
Instant
Try It
- TagRequired
Action
Write
- TagRequired
- Contact emailRequired
Action
Write
- CampaignRequired
Action
Write
AI Switched Off
Triggers when the AI is switched off for a specific lead.
Trigger
Polling
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New Resume for Lead
Triggers when an AI resume has been generated for a lead.
Trigger
Polling
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Lead Accepts to Book a Sales Call
Triggers when a lead has accepted to book a sales call.
Trigger
Polling
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Failed Message
Triggers when the lead fails to receive a message.
Trigger
Polling
Try It
- Contact IDRequired
Action
Write
- Contact IDRequired
- Template NameRequired
- Assistant ID
- Scheduled Time
- Tags
- AI Status
- Variable 1
- Variable 2
- Variable 3
Action
Write
- Email
- Phone
- Notes
Action
Write