100 Free Automations

Smartlead calendar sync

by Noel Maniraguha on October, 2024

Smartlead calendar sync

This automation updates Smartlead categories and pauses campaign leads when a meeting is booked, while also syncing your CRM contacts with relevant tags and custom fields.

This automation has 2 components.
1. Changing the Smartlead categories when a meeting is booked
2. Pauses leads in campaigns when a meeting is booked

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Smartlead calendar sync
Download Blueprint

Insert the blueprint in make (new scenario)


Manual Changes

Initial Trigger

In these automations, I used Google Calendar as the trigger. You can switch that module with Calendly or any other calendar tool (Keep in mind that switching the trigger, may require you to switch the other modules)

Google Calendar

Smartlead API key

You only need to make changes to this module. Find your API key here and add it to the very first module "Set Variables" in the {Smartlead_API_Key} section

Smartlead API key

Set a schedule

I recommend choosing an "immediate" occurrence for this automation

Set Schedule