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Setup Guide: Smartlead
Updated over a week ago

For your Smartlead integration to function effectively, it is essential to have an active Slack integration. Please make sure you've set up your Slack integration prior to moving forward with the process.

Smartlead integration is only available for RB2B Pro users.

Setting Up an Integration with Smartlead

To initiate your Smartlead integration, navigate to Integrations from the sidebar menu. Locate Smartlead among the integration options and select View Integration.

Adding Your Smartlead API Key

In the input field provided, enter your Smartlead API Key. Don't know it? Smartlead has documentation here to help you find it.

Click Validate API Key to confirm that it has been entered correctly. Once your API Key has been validated, click Save to publish your changes or Cancel to abandon them.

After Setup

After you have successfully set up your integration you will gain the ability to push leads from Slack to Smartlead via the individual Slack notifications.

Currently, this is a manual process.

Disconnecting Smartlead

To disconnect your Smartlead integration, navigate to Integrations from the sidebar menu. Locate Smartlead among the integration options and select View Integration. To disconnect the Smartlead entirely, click Delete API Key then click Save to publish your changes.

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