by Noel Maniraguha on December, 2024
This automation helps you Assign leads to SDRs, ensuring that their master inbox is decluttered.
This automation has 1 component.
1. Retroactively assign Smartlead contacts to SDRs
Pre-requisite: You must have set up Export existing Smartlead users to Google Sheets
Pre-requisite: You must have set up Export all Smartlead positive replies to Sheets
Pre-requisite: Manually assign leads to SDRs in Sheets (follow the instructions below or watch the video)
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 (pre-requisite)
Review the notes in the first section to ensure that all prerequisites are fully satisfied. You need users and leads in a Google Sheets file.
Manually Assign Leads
Considering that it's a 1-time task, there's no need to automate it. Go to the "Engaged Leads" tab then scroll to the right until you see the yellow cells. Modify the "email" tab to assign the SDR. The user ID should be added automatically if you have already set up the "Smartlead Users" section.
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. For new leads, use one of the notification automations "for teams".
