--- title: Retroactively assign SDRs to Smartlead contacts description: This automation helps you Assign leads to SDRs, ensuring that their master inbox is decluttered. --- [![Afonto](https://afonto.com/hs-fs/hubfs/Afonto%20Word%20Logo%20-%20transparent-1.png?width=140&height=44&name=Afonto%20Word%20Logo%20-%20transparent-1.png "Afonto")](https://afonto.com) [![Afonto Word Logo](https://afonto.com/hs-fs/hubfs/Afonto%20Word%20Logo.png?width=140&height=44&name=Afonto%20Word%20Logo.png "Afonto Word Logo")](https://afonto.com) - [Free Stuff](https://afonto.com/content) - [Testimonials](https://afonto.com/testimonials) - [Lead Gen](https://afonto.com) - [Who we serve](https://afonto.com/icp) - [28 day timeline](https://afonto.com/leadgen/gettingstarted) - [Consulting](https://afonto.com/consulting) - [Pricing](https://afonto.com/pricing) [Contact Us](https://afonto.com/contact) [Contact Us](https://afonto.com/contact) [Contact Us](https://afonto.com/contact) - [Free Stuff](https://afonto.com/content) - [Testimonials](https://afonto.com/testimonials) - [Lead Gen](https://afonto.com) - [Who we serve](https://afonto.com/icp) - [28 day timeline](https://afonto.com/leadgen/gettingstarted) - [Consulting](https://afonto.com/consulting) - [Pricing](https://afonto.com/pricing) [Contact Us](https://afonto.com/contact) 100 Free Automations # Retroactively assign SDRs to Smartlead contacts By [**Noel Maniraguha**](https://afonto.com/automations/author/noelmaniraguha) on December, 2024 ![Retroactively assign SDRs to Smartlead contacts-1](https://afonto.com/hs-fs/hubfs/Retroactively%20assign%20SDRs%20to%20Smartlead%20contacts-1.png?width=1000&height=400&name=Retroactively%20assign%20SDRs%20to%20Smartlead%20contacts-1.png) 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](https://afonto.com/automations/export-existing-smartlead-users-to-google-sheets) Pre-requisite: You must have set up [Export all Smartlead positive replies to Sheets](https://afonto.com/automations/export-all-smartlead-positive-replies-to-sheets) Pre-requisite: Manually assign leads to SDRs in Sheets (follow the instructions below or watch the video) ![Afonto Profile Picture](https://afonto.com/hs-fs/hubfs/Afonto%20Profile%20Picture.png?width=778&height=777&name=Afonto%20Profile%20Picture.png) Retroactively assign SDRs to Smartlead contacts Download Blueprint Insert the blueprint in [make](https://www.make.com/en/register?pc=noelm) (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. ![Screenshot 2024-12-24 225631](https://afonto.com/hs-fs/hubfs/Screenshot%202024-12-24%20225631.png?width=413&height=164&name=Screenshot%202024-12-24%20225631.png) ### 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. ![Screenshot 2024-12-28 160008](https://afonto.com/hs-fs/hubfs/Screenshot%202024-12-28%20160008.png?width=1092&height=704&name=Screenshot%202024-12-28%20160008.png) ### 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. ![Screenshot 2024-12-28 171104](https://afonto.com/hs-fs/hubfs/Screenshot%202024-12-28%20171104.png?width=1517&height=416&name=Screenshot%202024-12-28%20171104.png) ### 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! ![Sheets](https://afonto.com/hs-fs/hubfs/Sheets.png?width=444&height=523&name=Sheets.png) ![](https://t12612847.p.clickup-attachments.com/t12612847/0297b6a5-d886-4715-8ea4-b590283ba417/image.png) --- ### 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". ![Set Schedule](https://afonto.com/hs-fs/hubfs/Set%20Schedule.png?width=319&height=150&name=Set%20Schedule.png)   Topics: [Smartlead](https://afonto.com/automations/tag/smartlead) [Google](https://afonto.com/automations/tag/google) [Make](https://afonto.com/automations/tag/make) [Smartlead For Teams](https://afonto.com/automations/tag/smartlead-for-teams) - [**Top 10 Automations ⌵**](https://afonto.com/automations/top-10-automations) - [Smartlead client database (agency)](https://afonto.com/automations/smartlead-client-database-agency) - [High bounce & low leads monitoring](https://afonto.com/automations/high-bounce-low-leads-monitoring) - [Daily Campaign Monitoring](https://afonto.com/automations/daily-campaign-monitoring) - [Reply notifications (agency)](https://afonto.com/automations/reply-notifications-agency) - [Reply notifications (simple)](https://afonto.com/automations/reply-notifications-simple) - [Automated weekly reports](https://afonto.com/automations/automated-weekly-reports) - 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[Add and remove users from Smatlead with the API](https://afonto.com/automations/add-and-remove-users-from-smatlead-with-the-api) - [Smartlead client onboarding SOPs](https://afonto.com/automations/smartlead-client-onboarding-sops) - [Clay client onboarding SOPs](https://afonto.com/automations/clay-client-onboarding-sops) - [Campaign backups & restore](https://afonto.com/automations/campaign-backups-restore) - [Duplicate subsequence in Smartlead](https://afonto.com/automations/duplicate-subsequence-in-smartlead) - [Add client dropdown field to Hubspot](https://afonto.com/automations/add-client-dropdown-field-to-hubspot) - [Add BCC address & custom tracking](https://afonto.com/automations/add-bcc-address-custom-tracking) - [Create tasks for calendar events](https://afonto.com/automations/create-tasks-for-calendar-events) - [Hubspot 2-way sync (lead category)](https://afonto.com/automations/hubspot-2-way-sync-lead-category) - [Auto-categorize leads with AI](https://afonto.com/automations/auto-categorize-leads-with-ai) [Get paid by Afonto](https://afonto.com/partner) Previous post [← Export all Smartlead positive replies to Sheets](https://afonto.com/automations/export-all-smartlead-positive-replies-to-sheets) Next post [Automations with Clay →](https://afonto.com/automations/automations-with-clay) #### Subscribe to our newsletter About Us - [Lead Generation](https://afonto.com) - [Hourly Consulting](https://afonto.com/consulting) - [Partner With Us](https://afonto.com/partner) Free Content - [Unlimited Leads](https://afonto.com/leads) - [100 Automations](https://afonto.com/automations) - [Google Reviews](https://g.co/kgs/GGP4PXs) Copyright © 2026 Afonto, Inc. ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Noel Maniraguha", "url" : "https://afonto.com/automations/author/noelmaniraguha" }, "dateModified" : "2024-12-29T01:17:50.051Z", "datePublished" : "2024-12-28T23:14:26.000Z", "headline" : "Retroactively assign SDRs to Smartlead contacts", "mainEntityOfPage" : { "@id" : "https://afonto.com/automations/retroactively-assign-sdrs-to-smartlead-contacts", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://afonto.com/hubfs/Afonto%20Word%20Logo.png" }, "name" : "Noel Maniraguha" } } ```