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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