100 Free Automations

Smartlead client onboarding SOPs

by Noel Maniraguha on October, 2024

Smartlead client onboarding SOPs

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.

 

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Smartlead client onboarding SOPs
Download Blueprint

Insert the blueprint in make (new scenario)


Manual Changes

Smartlead Undocumented API

To leverage undocumented APIs you will need to log in to Smartlead which will give you your Smartleadtoken. This token will be used in the modules following the Smartlead log-in, for example:



In the first Smartlead module, input your username and password



Smartlead Webhooks

Duplicate this module if you typically require multiple webhooks per client



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

Set Schedule