Smartlead.AI
Add a Smartlead action to quickly connect to your email sequencer and automatically lookup or sync records. This will allow you to trigger emails from Clay, without needing to ever go to Smartlead for an upload.
For both accounts and people there are 3 different actions - "Lookup", "Create", and "Upsert".
Additionally there's an "Add Person to Cadence" action that can be used AFTER the person has been created.
Check out the options below to see which is right for you!
1️⃣ Lookup Lead in Campaign
If you want to:
Lookup whether a lead or not
Lookup the information in Smartlead for lead
This action is particularly helpful if you want to conditionally exclude records you already have in Smartlead from further enrichment.
2️⃣ Add Lead in Campaign
If you want to:
Add a lead to a Smartlead campaign
This action is particularly helpful if you want to take the leads you've found in Clay and instantly create corresponding records in Smartlead. Please note - if the person already exists, we will not create duplicates by default.
3️⃣ Update Lead in Campaign
If you want to:
Update a lead already in Smartlead
This action combines Lookup + Create. We typically recommend using this action if you have accounts/people in your Clay table that may already exist Smartlead.
⭐️ Cost: Free:)
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