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. The article will cover prerequisites, connection steps, and troubleshooting tips to ensure a seamless integration experience.
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.