This automation notifies both your agency and clients about category changes, typically triggered when a lead replies, ensuring everyone stays updated in real-time.

This automation has 3 components.
1. Notifying YOUR AGENCY about category changes (which usually occur when a lead replies).
2. Notifying YOUR CLIENTS about category changes (which usually occur when a lead replies).
3. Logging NEW engaged leads in Clickup. This will help you build a dashboard like the one below.

To log OLD leads, you should use this automation: Store OLD engaged leads in Clickup

Pre-requisite: you need to set up the Clickup Agency Workspace for this to work.

Store NEW engaged leads in Clickup

Download Blueprint

Insert the blueprint in make (new scenario)

Manual Changes

Smartlead Webhook Creation

Find it here and add the webhook with the following settings:

 

Event Type: LEAD_CATEGORY_UPDATE

Choose any category (positive categories recommended)

Slack Incoming Webhook

Create one here: https://slack.com/apps/A0F7XDUAZ-incoming-webhooks

You only need to create this once (you can use it for other automations) - below is what it looks like.

Replace {SLACK_INCOMING_WEBHOOK} with your webhook URL

Why not use the built-in Slack integration? It won't notify you if your the one posting the message.

Set a schedule

I recommend choosing an "immediate" occurrence for this automation