by Noel Maniraguha on October, 2024
This automation sends new replies to Slack when a category changes, captures Slack responses for approval and sends emails from Slack to a Smartlead contact for streamlined communication.
This automation has 3 components.
1. Sending new replies to Slack (when a category is changed)
2. Capturing a Slack response and requesting approval for sending
3. Sending an email From Slack to a Smartlead contact
This automation leverages Slack apps so read the instructions below.
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 a category (I recommend creating a new one called "too complex")
OpenAI module
This module is optional, it simply serves the purpose of making the output well-formatted
Data Store
This module stores the lead data which is retrieved again in Step 3
Slack Application Setup
Create a Slack Application from here
Choose a channel to send your webhook to
This request URL will be a "webhook" within Make.
Ex: each time a button is clicked, we send the information over to Make
Slack Block Kit
This code is what we use to customize our notification
Add the Incoming Webhook from your app, in this section
Smartlead API key
Set a schedule
I recommend choosing an "immediate" occurrence for this automation
