Smartlead: Lead management and CRM pipeline sync

All demos from “Beginner's Guide to Smartlead in 2026”

1. 1:071:07Connecting email accounts in SmartleadDemonstrates how to navigate to the email accounts panel and connect private mailboxes via Gmail, Outlook, or SMTP.Smartlead· Set up domains & inboxes (SPF/DKIM/DMARC)
2. 4:461:41Configuring email warmup and signaturesShows how to enable the warm-up feature, set daily limits, and configure custom email signatures for connected accounts.Smartlead· Email warmup
3. 7:303:31Creating a cold email campaign and sequenceWalks through uploading a CSV lead list, mapping fields, and writing a sequence with dynamic variables and previewing the output.Smartlead· Build a cold-email sequence
4. 10:591:27Campaign deliverability and inbox rotation settingsDemonstrates configuring campaign settings for deliverability, including plain text options and selecting specific mailboxes for sending.Smartlead· Send at scale with inbox rotation
5. 14:401:13Managing replies in the Master InboxShows the centralized reply panel where leads are automatically categorized by intent (e.g., 'Interested').Smartlead· Send at scale with inbox rotation
6. 16:032:26Lead management and CRM pipeline syncCurrentDemonstrates the lead filtering system and how to move prospects through different pipeline stages within the platform.Smartlead· Sync leads to CRM
7. Watch “Beginner's Guide to Smartlead in 2026” →

Sync leads to CRM

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1. 12:541:58Setting up Slack notifications and WebhooksDemonstrates how to integrate Smartlead with Slack using webhooks to receive real-time notifications for lead replies.@JeremyDixonCold
2. 5:233:44Connecting Smartlead Webhooks to Make.comA walkthrough of generating a webhook URL in Make.com and pasting it into the Smartlead campaign settings to trigger automations based on lead replies.@automationhelpers
3. 1:10:373:12Managing Leads in the Smartlead Master InboxDemonstration of the Master Inbox feature to manage replies, categorize leads, and update lead information directly within the platform.@felipefuhr_
4. 16:522:14Importing Leads and Mapping VariablesDemonstrates how to import lead lists (e.g., from Apollo) and map custom variables like industry and company name to Smartlead columns.Alex Zartarian
5. 16:032:26Lead management and CRM pipeline syncCurrentDemonstrates the lead filtering system and how to move prospects through different pipeline stages within the platform.Tim Yakubson