Score, enrich and route inbound leads
Every lead researched, scored, assigned by territory and, if it's a strong fit, offered a meeting within minutes.
Chat
Connected apps.
Connect each one once. You sign in on the app's own screen, and you can disconnect any time.
Typeform
HubSpot
Google Sheets
Calendly
Gmail
Slack
An example run.
What the agent does, step by step, after you ask. This is an illustration; your results depend on your own data.
Score, enrich and route inbound leads
typeform.get_responseNew lead: 240 employees, asked about SSODonehubspot.search_contactsNo existing contact; the company is a known accountDonegooglesheets.read_rangeTerritory table says EMEA, owner DanaDonehubspot.create_contactContact created and fit score set to 86Waits for youcalendly.create_invite_linkSingle-use booking link for Dana's calendarDonegmail.create_draftReply with the booking link, mentioning SSODoneslack.post_messageDana alerted in #new-leads with the contextDone
You stay in control.
Looking things up is automatic. Anything that changes something waits for you, and every step is logged.
Runs on its own
- New lead: 240 employees, asked about SSO
- No existing contact; the company is a known account
- Territory table says EMEA, owner Dana
- Single-use booking link for Dana's calendar
- Reply with the booking link, mentioning SSO
- Dana alerted in #new-leads with the context
Waits for your approval
- Contact created and fit score set to 86
How it works.
Connect your apps
Typeform, HubSpot, Google Sheets, Calendly, Gmail, Slack. Setu keeps the sign-in secure and never shows your passwords to the agent.
Ask, or set a trigger
Run it when a form is submitted. You describe the job in your own words.
You stay in control
Reading is quick. Anything that writes or deletes can wait for your approval, and every step is logged.
More for sales.
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Sales
Rescue quiet deals
“Which deals have gone quiet, and what should I do about each?”
Every stalled deal diagnosed from its history, with a tailored next step and a draft written for the contact.
Every Monday at 9:00
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Sales
Call to CRM, completely
“Log my call with Acme and set up what happens next.”
Notes, deal fields, next steps, tasks and a thank-you email, from one call, without opening the CRM.
When a call ends
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Sales
Renewal risk review
“Which renewals in the next 60 days are at risk, and why?”
Renewals scored with support history, payment problems and product usage, and a plan for each account at risk.
Every Monday at 8:00
Give your agent real hands.
Connect an app, hand your agent the tools, and watch it finish the job.