
SetSmart
Built by - SetSmart
Installs - <10 installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared SetSmart Subscription - Pro, Light, or Scale plans
Overview
1/2
SetSmart is an AI appointment setter for Instagram, Messenger and WhatsApp.
Most inbound leads arrive as a DM, and most of them go cold because nobody answers fast enough. SetSmart answers every one of them in seconds, at any hour, in the voice you set. It asks the qualifying questions you define, handles objections, and when the lead is a fit it offers real times from your calendar and books the meeting.
What this integration does:
Every lead SetSmart qualifies is created in HubSpot as a contact, with a deal in the pipeline and stage you choose. The full conversation is attached as a note, so your team opens the record and reads exactly what the lead said, what they wanted, and why they were qualified. When a meeting is booked, it lands on the HubSpot record too.
Connecting is one OAuth click from your SetSmart settings. Pick a pipeline and a stage, and qualified leads start flowing. On connect, SetSmart also imports the leads it already qualified for you over the last 90 days, so your pipeline is populated from the first minute rather than starting empty.
SetSmart only writes the leads it qualifies. It does not scan, export or modify the rest of your CRM.
Features

Qualified leads become HubSpot contacts and deals
Every lead SetSmart qualifies on Instagram, Messenger or WhatsApp is created in HubSpot as a contact, with a deal in the pipeline and stage you pick. Your team works the pipeline it already knows instead of scrolling through DMs to find who is worth calling.

Your pipeline is populated the moment you connect
Connecting does not start you from an empty CRM. SetSmart imports the leads it qualified for you over the last 90 days, so your pipeline reflects real conversations from the first minute. New leads then flow every 15 minutes as they qualify.
App Functionality
Shared Data
![]() Qualified lead | ||
![]() Qualified lead deal | ||
![]() SetSmart lead properties | ||
![]() Deal pipeline definitions |
Reviews
Pricing
Pro
$80.83
/monthThe plan most SetSmart customers run
1,000 AI conversations per month
Pro
$80.83
/monthThe plan most SetSmart customers run
1,000 AI conversations per month
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 09/22/2026
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