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SetSmart

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SetSmart

AI appointment setter for Instagram, Messenger and WhatsApp. Qualified leads land in HubSpot as contacts and deals, with the full conversation attached.
Built by
SetSmart
Installs
<10 installs
Sign in to installRequires SetSmart subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
SetSmart Subscription
Pro, Light, or Scale plans

Overview

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.

A HubSpot deal pipeline showing deals created by SetSmart in the Qualified To Buy stage

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
Data Source
Sync Direction
In HubSpot
In HubSpot

Qualified lead

Contacts

Contacts

Qualified lead deal

Deals

Deals

SetSmart lead properties

Contact Properties

Contact Properties

Deal pipeline definitions

Deal Properties

Deal Properties

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This app requires one of the following SetSmart subscription plans.

Pro

7 day free trial

$80.83

/month

The plan most SetSmart customers run

  • 1,000 AI conversations per month

$97 per month, or $970 per year

Pro

7 day free trial

$80.83

/month

The plan most SetSmart customers run

  • 1,000 AI conversations per month

$97 per month, or $970 per year

* 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

More info

Built by
SetSmart
Installs
<10 installs
Categories
Languages this app is available in
English, French, and Spanish

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