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Introduction

What the Smartlead integration does and why you'd use it.

What is this?

The Smartlead integration connects your Smartlead cold email account to your Attio workspace. Once connected, everything that happens in your Smartlead campaigns — emails sent, opens, clicks, replies, bounces, and lead status changes — shows up automatically on the matching person in Attio.

You don't need to do anything manually. No exporting spreadsheets, no copy-pasting reply notes, no remembering to update a lead's status. It all happens in the background as your campaigns run.

What you get

Once connected, the integration will automatically:

  • Create or update People and Companies in Attio for every lead in your Smartlead campaigns
  • Log a Note on the person's record every time something happens (email sent, opened, clicked, replied, bounced, unsubscribed, or their category changes)
  • Organize leads into Lists, one per campaign, so you can see where every lead stands at a glance
  • Create a follow-up Task automatically whenever a lead replies, so nothing falls through the cracks
  • Add promising leads to your Deals list automatically when Smartlead marks them as interested, hot, or ready for a meeting

You can read about each of these in detail in the following pages. If you just want to get connected, head to Getting Started.

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