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)

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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!