Smartlead
Read Smartlead campaigns, sequences and leads into Salesfinity, and manage campaigns, leads, email accounts and schedules from the AI Companion.
What the Smartlead integration does
Salesfinity's Smartlead integration gives you the broadest campaign-management surface of any sequencer connected to Salesfinity: it reads campaigns, sequences, leads, email accounts, warmup stats and analytics, and it can create and update campaigns, schedules, leads and mailbox assignments. The connection is team-scoped, using a single Smartlead API key for the workspace.
Campaigns and sequences
List campaigns and read a campaign's sequence steps, settings and schedule.
Create a campaign, update its status, settings and sending schedule, and save its sequence steps.
Read campaign analytics, campaign statistics, top-level analytics and an account-wide analytics overview.
Leads
Read a campaign's leads, look up a lead by email, and see which campaigns a lead belongs to.
Read the email thread for a lead in a campaign, plus your lead categories.
Add leads to a campaign, update lead fields, change lead status and category, pause, resume, unsubscribe, reply to, or delete a lead from a campaign.
Email accounts and delivery
List email accounts, read their warmup statistics, and update account settings.
Add and remove email accounts on a campaign.
List, create and delete campaign webhooks.
What it does not do
Smartlead is an email-first platform and this integration does not write call activity, call recordings or call dispositions back into Smartlead. If you want dialer calls logged onto the prospect record, use a CRM integration such as HubSpot or Salesforce, or a call-aware sequencer such as Outreach, Salesloft or Apollo.
Common use cases
Adding prospects you sourced into an existing Smartlead campaign
A team builds a list in Salesfinity's List Builder and wants those prospects in an email campaign as well as on the dial list. The leads are added to the chosen Smartlead campaign with their fields populated, without a CSV round trip.
Reviewing deliverability before scaling a campaign
Before turning up volume, a manager asks the AI Companion for the warmup statistics on the connected mailboxes and the campaign's top-level analytics. That gives a read on inbox health and reply rates without opening Smartlead.
Pausing a lead after they pick up the phone
A prospect answers a Salesfinity call and asks to be taken off email. The rep has the lead paused or unsubscribed in the Smartlead campaign, so the automated sequence stops sending while the conversation is live.
How to connect Smartlead to Salesfinity
In Salesfinity, open Settings → Integrations.
Find Smartlead and click Connect.
Paste your Smartlead API key. Salesfinity checks it against Smartlead before saving.
Confirm the connection status, then browse your campaigns and sequences inside Salesfinity.
Use the campaigns as a source for contact lists, or ask the AI Companion to manage leads, schedules and email accounts.
Frequently asked questions
Does Salesfinity log calls back to Smartlead?
No. The Smartlead integration does not write call activity, recordings or dispositions into Smartlead. It covers campaign, sequence, lead, email account and analytics operations. For call logging onto the prospect record, connect a CRM such as HubSpot or Salesforce, or a call-aware sequencer such as Outreach, Salesloft or Apollo.
Can Salesfinity add leads to a Smartlead campaign?
Yes. Salesfinity can add leads to a campaign and then update their fields, status and category, and can pause, resume, unsubscribe or delete a lead from a campaign.
Can Salesfinity create and configure Smartlead campaigns?
Yes. Salesfinity can create a campaign, save its sequence steps, update its settings, status and sending schedule, and add or remove the email accounts sending on it.
Is the Smartlead connection per rep or per team?
Per team. One Smartlead API key is stored for the workspace and shared across the team, rather than each rep authorizing separately.
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