by Noel Maniraguha on October, 2024
This updates Smartlead categories and pauses campaigns when a meeting is booked while syncing with your CRM
This automation has 3 components.
1. Changing the Smartlead categories when a meeting is booked
2. Pauses leads in campaigns when a meeting is booked
3. Updates your CRM contacts within tags and custom fields
Level 3 of this automations may be too complex, so I recommend level 1 or 2 for most people.
Insert the blueprints 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, Cal(.)com, etc (Keep in mind that switching the trigger, may require you to switch the other modules)
Smartlead API key
Find it here and replace {API_KEY} with your smart lead API key
Set a schedule
I recommend choosing a "daily" occurrence for this automation
