Overview
This guide provides step-by-step instructions on integrating Smartlead with Sona. By connecting Smartlead, you can streamline your workflow, enhance lead management, and leverage Sona's tracking and analytics capabilities for more precise insights.
Connecting Smartlead to Sona
Navigate to Connectors under Settings in the left-side navigation bar.
Type Smartlead in the search bar.
Click the Connect button inside the Smartlead card.
Use the Organization dropdown to select the organization you want to associate with the connector.
Fill in the required input fields with the necessary information, then click Save.
FAQs
What does connecting Smartlead to Sona enable?
What does connecting Smartlead to Sona enable?
Connecting Smartlead lets you streamline your workflow, enhance lead management, and leverage Sona's tracking and analytics capabilities for more precise insights across your outbound campaigns.
Where do I go to connect Smartlead?
Where do I go to connect Smartlead?
Navigate to Connectors under Settings in the left-side navigation bar, search for Smartlead, and click Connect on its card to begin the setup.
Why do I need to select an organization when connecting?
Why do I need to select an organization when connecting?
The Organization dropdown determines which organization in your Sona workspace the Smartlead connector is associated with, so data flows to and from the correct workspace once the connection is saved.