by Noel Maniraguha on December, 2024
These automations make it easy for you to manage incoming and outgoing SDRs. Add this to your onboarding and offboarding automations.
This automation has 2 components.
1. Adding (inviting a user) and removing users from Smartlead
2. Adding and updating user data in Google Sheets. Copy the sheets file here.
Add this automation to your onboarding and offboarding automations.
Insert the blueprint in make (new scenario)
Manual Changes
Undocumented Smartlead API
Smartlead doesn't have these APIs on their docs, so we'll need to use a workaround. Login by using your username and password.
Delete modules or duplicate file
If you want a database of Smartlead users, make a copy of the sheets file here. Otherwise, delete the Google Sheets modules. Alternatively, you can modify the modules to a different app (ex: your HCM software)
Google Sheets Connection
If you make a copy of the Gsheets document and then make changes to the title or sheet name, you may get an error. To avoid this: ensure that the "Spreadsheet ID" and "Sheet Name" are spelled correctly.
IMPORTANT: If you get a "Runtime error" - check the spelling as described above!
Set a schedule
I recommend choosing an "immediate" occurrence. This automation should be added to your onboarding/offboarding automation.
