Reply notifications (agency)

By Noel Maniraguha on October, 2024

This automation notifies both your agency and clients about category changes when a lead replies, ensuring everyone stays updated for effective lead management.

This Page Has Multiple Automations

If you don't need client notifications, you should use: Reply Notifications (simple)
Pre-requisite: you need to have the Smartlead client database (agency) automation set up

Reply notifications (agency)

This automation has 2 components.
1. Notifying YOUR AGENCY about category changes (which usually occur when a lead replies).
2. Notifying YOUR CLIENTS about category changes (which usually occur when a lead replies).

Reply notifications (agency)

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'thread' reply notifications (agency)

This automation has 2 components.
1. Notifying you of any new replies within a 'thread' on Gmail or Slack. This will allow you to reply quickly to leads who want to have a back-and-forth conversation before booking a meeting.
2 Notifying your clients of any new replies within a 'thread' in Slack (read pre-requisite below)

'thread' reply notifications (agency)

Download Blueprint

Insert the blueprint in make (new scenario)

Manual Changes

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)

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!