by Noel Maniraguha on December, 2024
This automation makes it easy for you to manage existing SDRs, and assign leads to them.
This automation has 1 component.
1. Adding existing users from Smartlead to Google Sheets. Copy the sheets file here.
This automation serves as a pre-requisite for any inbox assignment 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.
Duplicate Sheets File
Make a copy of the sheets file here. The database of Smartlead users will be stored in Sheets. 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 "on-demand" occurrence. This automation doesn't need to run again, unless new users are added to Smartlead.
