Overview
This guide walks you through connecting your Sona Audiences to Smartlead for automated syncs. By completing this setup, your Smartlead campaigns will stay aligned with real-time Sona segmentation, enabling more targeted and effective outbound efforts.
Prerequisites
A Smartlead account must be connected to Sona.
Access to Sona Audiences data.
Step 1: connect Smartlead to Sona
Go to Connectors in the Sona sidebar.
Locate or add the Smartlead Connector.
Authenticate and ensure the connection status reads Active.
Step 2: create a new destination
Navigate to the Destinations section.
Click + Add Destination.
Select Smartlead from the destination options.
Step 3: Smartlead-specific configuration
Destination Name: enter a clear, descriptive name, for example "Sales Prospects: Smartlead".
Source Selection: choose the Sona audience report you want to sync.
Target Selection: choose your Smartlead connection.
Enable Real-Time Processing: located under Record Matching, check this box if you want immediate data updates. When enabled, real-time processing will override the scheduled sync frequency, ideal for time-sensitive workflows and immediate lead follow-up.
For general destination configuration steps, such as selecting a Sona audience, setting sync frequency, record matching, field mapping, sync settings, and saving, follow the instructions in the Data: Destination Setup guide.
Best practices
Use naming conventions like "High Intent: Smartlead Campaign" for clarity.
Segment by lifecycle stage or product interest to improve sales targeting.
Sync more frequently for fast-moving campaigns or time-sensitive plays.
Always ensure email addresses are mapped, since they are critical for outreach.
Monitor sync logs in the Destinations dashboard to confirm successful updates.
FAQs
What does this destination do?
What does this destination do?
This destination syncs a Sona Audience to Smartlead so your outbound campaigns stay aligned with real-time Sona segmentation, enabling more targeted and effective outreach without manual list exports.
Why does mapping email addresses matter?
Why does mapping email addresses matter?
Email addresses are critical for outreach, since Smartlead campaigns rely on them to contact prospects. Always ensure email is mapped when configuring the field mapping for this destination.
When should I enable real-time processing?
When should I enable real-time processing?
Enable real-time processing, found under Record Matching, when you need immediate data updates rather than waiting for the scheduled sync frequency. It is ideal for time-sensitive workflows and immediate lead follow-up, since it overrides the regular sync schedule.