by Noel Maniraguha on December, 2024
This automation logs all Smartlead emails into Hubspot ensuring that you can seamlessly transfer leads.
This automation has 1 component.
1. Watches new deals then logs all Smartlead emails from all associated contacts to the deal, and company
This automation is perfect for starting but my preferred way to do this is the BCC method outlined in the video here. Start with this automation then slowly migrate to a full 2-way sync by following that video.
Insert the blueprint in make (new scenario)
Manual Changes
Add Smartlead API Key
Find it here and replace {API_KEY} with your smart lead API key
Update Filter
How do you differentiate your campaigns from client campaigns? Client ID, Campaign Name, Tags, Etc?
Create a filter that only lets your campaigns go through. If you don't have clients, delete this filter.
Set a schedule
I recommend choosing a "hourly" occurrence for this automation (every 2 hours is nice, though you can use Hubspot webhooks to make this immediate)
