Smartlead client onboarding SOPs
This automation streamlines client management by adding a client folder, integrating client webhooks, and hiding specific categories within Smartlead.
Clay client onboarding SOPs
This automation adds a client folder to Clay and links the folder ID to your PJM tool for future automations.
Campaign backups & restore
This automation backs up the sequence of your campaign and subsequence, helping you restore deleted campaigns and easily duplicate them when needed. T …
Duplicate subsequence in Smartlead
This automation duplicates your subsequence or campaign to a different subsequence or campaign for easy replication.
Add client dropdown field to Hubspot
This automation adds a Client dropdown field to HubSpot for contacts, companies, and deals, and automatically creates a list for all contacts.
Add BCC address & custom tracking
This email account automation monitors open tracking and Bcc emails, adding fields if missing. Optionally, it checks DNS records for Dmarc and open tr …
Create tasks for calendar events
This automation sends a Slack notification when a calendar event isn't accepted and creates a HubSpot task reminding you to call or email the lead. Th …
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Hubspot 2-way sync (lead category)
This automation syncs your Smartlead category changes within HubSpot. This automation has 1 component. 1. Syncing your Smartlead category changes with …
Auto-categorize leads with AI
This automation captures new replies in Smartlead and uses AI for lead categorization. The AI prompt is customizable to your preferences. This automat …