100 Free Automations

Smartlead client onboarding SOPs

Written by Noel Maniraguha | 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