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
Prerequisites
A Smartlead account must be connected to Sona
Access to Sona Audiences data
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Connect Smartlead to Sona
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
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
Step 3: Smartlead-Specific Configuration
Destination Name: Enter a clear, descriptive name (e.g., "Sales Prospects – Smartlead")
Source Selection: Choose the Sona audience report you want to sync
Target Selection: Choose your Smartlead connection
Enable real-time processing for this destination (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 Destination Setup guide.
Best Practices
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—they're critical for outreach
Monitor sync logs in the Destinations dashboard to confirm successful updates