Notification for Smartlead replies

This automation notifies your agency and clients about category changes, typically triggered when a lead replies, ensuring seamless communication upda …

Smartlead client onboarding SOPs

This automation streamlines client management by adding a client folder, integrating client webhooks, and hiding specific categories within Smartlead.

Clay client onboarding SOPs

This automation adds a client folder to Clay and links the folder ID to your PJM tool for future automations.

Campaign backups & restore

This automation backs up the sequence of your campaign and subsequence, helping you restore deleted campaigns and easily duplicate them when needed. T …

Duplicate subsequence in Smartlead

This automation duplicates your subsequence or campaign to a different subsequence or campaign for easy replication.

Add client dropdown field to Hubspot

This automation adds a Client dropdown field to HubSpot for contacts, companies, and deals, and automatically creates a list for all contacts.

Add BCC address & custom tracking

This email account automation monitors open tracking and Bcc emails, adding fields if missing. Optionally, it checks DNS records for Dmarc and open tr …

Create tasks for calendar events

This automation sends a Slack notification when a calendar event isn't accepted and creates a HubSpot task reminding you to call or email the lead. Th …

Hubspot 2-way sync (lead category)

This automation syncs your Smartlead category changes within HubSpot. This automation has 1 component. 1. Syncing your Smartlead category changes with …

Auto-categorize leads with AI

This automation captures new replies in Smartlead and uses AI for lead categorization. The AI prompt is customizable to your preferences. This automat …

Notification for 'thread' replies

This automation notifies you of new replies in Gmail or Slack, enabling quick responses for ongoing conversations. Optionally, it pauses all campaigns …

Notifications for untracked replies

This automation sends a Slack notification for untracked replies and allows you to easily add domains, emails, and keywords to the blocklist for impro …