Smartlead client onboarding SOPs
by Noel Maniraguha on October, 2024
This automation streamlines client management by adding a client folder, integrating client webhooks, and hiding specific categories within Smartlead.
This automation has 3 components.
1. Adding a client folder to Smartlead
2. Adding your client webhooks to Smartlead
3. Removing specific categories from Smartlead
I recommend combining this automation with the Clay client onboarding SOPs.
Pre-requisite: You must have a way to initiate the automation while providing the required fields.
Insert the blueprint in make (new scenario)
Manual Changes
Smartlead Undocumented API
In the first Smartlead module, input your username and password
Smartlead Webhooks
Make sure that you update the URL to match your existing webhook
This webhook will be the same across all of your clients
Make sure that the ClientID is dynamic like in the image above
Set a schedule
I recommend choosing an "immediate" occurrence for this automation
- Top 10 Automations ⌵
- Honorable Mentions ⌵
- Campaign monitoring and database
- High bounce and low leads (alternatives)
- Make.com scenario backups
- Automated weekly reports (alternatives)
- Smartlead client database
- Automate responses to OOO emails
- Smartlead calendar sync (alternatives)
- Sync HubSpot and Smartlead properties
- Send Smartlead emails from Slack
- Auto-add DKIM, DMARC & open tracking
- Clickup Agency Workspace ⌵
- Smartlead External Scripts ⌵
- Real Time Notifications ⌵
- Beyond The Basics ⌵