Smart Lead AI Make integrationAutomate Smart Lead AI with Make.
Can your Smart Lead AI outreach run without someone babysitting it? The Smart Lead AI Make integration gives you 16 modules, one of them an instant trigger. Sales and ops teams will find here how to connect the account and build a first scenario, step by step.
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What does the Smart Lead AI Make integration let you automate?
The Smart Lead AI Make integration links your Smart Lead AI account to Make, a no-code tool where you build a scenario: an automation made of modules placed one after another. Each module is one brick, either a trigger that starts the flow, an action that changes something, or a search that reads data.
Keep your CRM and your outreach saying the same thing. When a contact changes in your CRM, Fetch Lead by Email Address finds the matching lead and Update Lead by ID applies the change. Nobody retypes a phone number twice.
Hear about campaign activity as it happens. Watch Campaigns receives campaign events and can pass them on to your team chat or to a tracking sheet. Add Get Campaign by ID when the message needs more context about the campaign.
Handle sending mailboxes without opening the dashboard. Add Email Accounts to a Campaign and Remove Email Accounts from Campaign by ID change which addresses a campaign sends from, for instance when a rep joins or leaves the team.
Where the list stops: none of the 16 modules is named for importing new leads into a campaign. Make an API Call reaches any endpoint of the Smart Lead AI API with the same connection, so if the vendor's API offers it, you can still do it. Also note that Make's documentation page for this app is AI-generated from the vendor docs and asks you to double-check important details.
Weighing your options? Read n8n vs Make. To get comfortable with the editor, see Make training, and when a run fails, open Make troubleshooting.
How do you connect Smart Lead AI to Make?
- 01
Copy your API key
In Smart Lead AI, go to the Settings section from your dashboard and click Activate API. Copy the key that appears on screen. This only works on an active account that includes API access.
- 02
Create the connection in Make
Add any Smart Lead AI module to your scenario and click Create a connection. A connection is your account linked to Make once, then reused by every Smart Lead AI module. Filling in Connection name is optional, but a clear name helps later.
- 03
Paste the key and confirm
Paste the API key you copied, or follow the instructions Make shows on screen, then save. From there, every Smart Lead AI module in your scenarios can use this connection without asking for the key again.
Your first scenario: keep a lead in sync with your CRM
GoalWhen a contact changes in your CRM, Make finds that person in Smart Lead AI and updates the lead.
- 01
Start from your CRM
On the Scenarios page, create a new scenario and click the +. Search for the CRM where your contacts live and pick its module that watches for updated contacts.
- 02
Look up the lead
Click the + on the right of that first module, search for Smart Lead AI and choose Fetch Lead by Email Address. Create the connection with your API key, then map the contact's email from the CRM module.
- 03
Apply the change
Add Update Lead by ID after the search. Map the lead ID from the data the search sent along, then fill in only the details you want your CRM to keep in sync.
- 04
Test with Run once
Edit a test contact in your CRM, then click Run once. Click the bubble above each module to read the bundle it received, meaning the item passed along, and check the lead in Smart Lead AI.
- 05
Schedule it and switch it on
Open the clock on the first module. A new scenario runs every 15 minutes by default; keep that or choose another interval your plan allows, then turn the scenario on.
What starts a Smart Lead AI scenario?
1 module starts a scenario when something happens in Smart Lead AI. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Smart Lead AI as soon as it happens.
Watch Campaigns
Instant triggerIn Make“Watches if any event occurs in campaign.”
Watch Campaigns hands your scenario a starting signal whenever an event occurs in a Smart Lead AI campaign, so the next modules can react to it and nobody has to keep an eye on the dashboard.
What can each Smart Lead AI module do for you?
Smart Lead AI gives you 15 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Add Email Accounts to a Campaign
ActionIn Make“Adds the email we gave to the campaign by id.”
Add Email Accounts to a Campaign puts one of your sending mailboxes to work on a campaign you pick by its ID, so that campaign can also send from that address.
Create Campaign
ActionIn Make“It will create a campaign in the connected account.”
Create Campaign gives you a fresh campaign in the Smart Lead AI account behind your connection, without anyone opening the app to set it up by hand.
Delete Campaign by ID
ActionIn Make“Deletes the campaign by ID.”
Delete Campaign by ID clears a finished campaign out of your account, which keeps the campaign list short and readable for the whole team.
Get Campaign by ID
ActionIn Make“It will return us the data of the campaign's whose is given in path parameter.”
Get Campaign by ID returns the details of one campaign when you already know its ID, so later modules can reuse that data instead of you copying it from the app.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Make an API Call opens the whole Smart Lead AI API to your scenario, reusing the connection you already created. It covers whatever the 15 other modules leave out.
Remove Email Accounts from Campaign by ID
ActionIn Make“To remove email accounts from campaign based on given email and campaign id.”
Remove Email Accounts from Campaign by ID takes a sending address off a campaign, based on that email and the campaign ID, so the campaign stops using it.
Update Lead by ID
ActionIn Make“This endpoint lets you update a lead using the lead ID.”
Update Lead by ID changes the record of one lead you already know by its ID, so Smart Lead AI keeps the same information as the rest of your tools.
Update Lead Category by Campaign
ActionIn Make“This endpoint lets you update your leads category based on the campaign they belong to.”
Update Lead Category by Campaign moves a lead into another category inside the campaign it belongs to, so your sorting of prospects stays current without clicking through the app.
Fetch All Email Accounts Associated to a User
SearchIn Make“This endpoint fetches all the email accounts used for sending emails to leads in the campaign.”
Fetch All Email Accounts Associated to a User hands you the full list of mailboxes your account sends from, one bundle per mailbox. That makes a quick inventory easy.
Fetch Lead by Email Address
SearchIn Make“This endpoint fetches a lead’s data using the email address.”
Fetch Lead by Email Address finds a lead from the one detail most tools share, the email, and hands the lead's data to the modules that follow.
Fetch Lead Categories
SearchIn Make“This endpoint fetches all your categories.”
Fetch Lead Categories shows you every category set up in your account, which tells you how your team sorts prospects before you automate any change.
Fetch Webhooks by Campaign ID
SearchIn Make“This endpoint lets fetch all the webhooks associated to a campaign using the campaign ID”
Fetch Webhooks by Campaign ID tells you which webhooks, the addresses an app calls when something happens, are attached to a given campaign.
List All Campaigns
SearchIn Make“It will return all the campaigns associated to the connected account.”
List All Campaigns brings back every campaign of the connected account, each one as a separate bundle, which gives you an overview you can send to any other app.
List All Email Accounts Per Campaign by ID
SearchIn Make“list all available email accounts in campaign by its id.”
List All Email Accounts Per Campaign by ID reveals which sending addresses a given campaign uses, so you can check its setup without opening it.
List All Leads by Campaign
SearchIn Make“This endpoint fetches all the leads in a campaign using the campaign’s ID.”
List All Leads by Campaign pulls every lead of one campaign, identified by its ID, ready to be copied into a sheet, a CRM or a report.
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