Notes & Tasks
How the integration keeps a record of activity and reminds you to follow up.
Notes: a timeline of every interaction
Every meaningful event from Smartlead is logged as a Note on the relevant Person record in Attio, so you get a complete timeline without checking Smartlead separately:
- Email sent
- Email opened
- Link clicked
- Reply received (including the reply text)
- Email bounced (including the bounce reason)
- Unsubscribed
- Category changed (including a summary of the conversation)
This means anyone looking at a Person's record in Attio — sales, support, leadership — can see the full history of your outreach to them without needing access to Smartlead.
Tasks: automatic reply reminders
Whenever a lead replies to a campaign email, the integration creates a Task automatically:
- The task is assigned to the person's record
- It's due the next day
- It's meant as a nudge to make sure replies don't sit unanswered
You don't need to set this up — it happens for every reply, on every campaign, as soon as the integration is connected.
What you don't need to do manually
- You don't need to log emails yourself
- You don't need to create tasks to follow up on replies
- You don't need to check Smartlead to see if someone bounced or unsubscribed — it's reflected on their Attio record automatically