100 Free Automations

Auto-categorize leads with AI

by Noel Maniraguha on October, 2024

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 automation has 2 components. 
1. Capturing new replies within Smartlead
2. Leveraging AI to automatically categorize leads

The AI prompt is empty to ensure that anyone that easily modify it to their own liking.

 

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Auto-categorize leads with AI
Download Blueprint

Insert the blueprint in make (new scenario)


Manual Changes

Smartlead API key

Find it here and replace {API_KEY} with your smart lead API key

Smartlead API-1

OpenAI Prompt

You must update the AI prompt to fit your individual needs. 

Your custom prompt can account for the language, previous thread, knowledge and anything else

Open AI

Smartlead Webhook Creation

Find it here and add the webhook with the following settings:

Event Type: LEAD_CATEGORY_UPDATED

Choose any category (positive categories recommended)

Smartlead Webhook Creation


Set a schedule

I recommend choosing an "immediate" occurrence for this automation

Set Schedule