SetSmart

setsmat is a sales engagement platform that automates outreach, tracks email and linkedin activity, and manages leads integrating with make com allows users to automate lead management, sync contact data, and trigger workflows based on prospect engagement this is ai generated content based on official setsmart documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //setsmart io/ directly requirements to use the setsmart app in make, you must have an active account and an api key, https //setsmart io/ for subscription, refer to the https //setsmart io/ connect setsmart and {{product name}} to get started, you must first create a connection between setsmart and {{product name}} , allowing the two services to communicate obtain your api key in your setsmart account create the connection in make obtain your api key in your setsmart account before you create the connection in {{product name}} , you should first obtain your api key in your setsmart account to obtain your api key navigate to the settings section in your setsmart account click on the api or api access tab copy the api key displayed on the screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //setsmart io/api documentation create the connection in {{product name}} https //www make com/en/register , add the setsmart module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your setsmart account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page setsmart modules after connecting to the setsmart app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add tag to contact assign one or more tags to a selected contact to help categorize or organize them find a contact searches for an existing contact and retrieves their details if found import a contact import a contact into setsmart and immediately send them a predefined template message make an api call executes a custom api request to the connected service using your authorized credentials send template message to existing contact searches for a contact and updates their status to "booked " set lead as booked searches for a contact and updates their status to "booked " templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} setsmart resources you can have access to more resources related to this app on the following links https //community make com/search?q=setsmart https //setsmart io/ https //setsmart io/api documentation https //www make com/en/integrations/setsmart