SmartLead Salesforce Lead Sync

Task

Pull engagement data from SmartLead campaigns using @SmartLead/List All Campaigns and @SmartLead/Get Campaign StatisticsName it "SmartLead/Get Campaign Statistics" and call it with @SmartLead/Get Campaign Statistics, then match each engaged lead to their Salesforce record using @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email. Update Salesforce contacts with @Salesforce/Update ContactName it "Salesforce/Update Contact" and call it with @Salesforce/Update Contact to reflect their outreach status. For leads who replied, use @SmartLead/Get Lead by EmailName it "SmartLead/Get Lead by Email" and call it with @SmartLead/Get Lead by Email for full context and @LinkedIn/Get Company InsightsName it "LinkedIn/Get Company Insights" and call it with @LinkedIn/Get Company Insights to enrich the account before handoff to an AE.

Example: Sync all SmartLead replies and opens from the last week into Salesforce and flag hot leads for the sales team.

Input

The user will specify which campaigns to sync and what engagement threshold to use.

Example: "Sync replies from all active campaigns to Salesforce" or "Update Salesforce for anyone who opened my Q1 Enterprise campaign at least twice"

Context

Engagement Tiers

Categorize leads by their SmartLead engagement:

• Hot (Replied): Lead replied to any email — highest priority
• Warm (Clicked): Lead clicked a link but hasn't replied yet
• Engaged (Opened 2+): Lead opened multiple emails, showing interest
• Cold (No engagement): Sent but no opens or clicks
• Bounced: Email bounced — needs data cleanup
• Unsubscribed: Opted out — do not contact

Sync Strategy

1. List active SmartLead campaigns
2. Pull campaign statistics filtered by engagement type (replied, clicked, opened)
3. For each engaged lead, look them up in Salesforce by email
4. Update the Salesforce contact with:
   • Last outreach date
   • Engagement tier (Hot/Warm/Engaged)
   • Campaign name they responded to
   • Email subject and reply content (for replied leads)
5. For replied leads, enrich the account with LinkedIn company insights
6. Flag leads that exist in SmartLead but not in Salesforce (data gap)

What to Update in Salesforce

For replied leads:

• Lead status: "Engaged - Replied"
• Description: Add reply context and suggested next steps
• Last activity date: Date of reply

For clicked leads:

• Lead status: "Engaged - Clicked"
• Last activity date: Date of click

For bounced leads:

• Flag email as invalid
• Note the bounce in the contact record

What Counts as a Valid Sync

• Only update Salesforce records that have a matching email
• Never overwrite a lead status that's already further in the pipeline (e.g., don't mark "Opportunity" contacts as "Engaged")
• Log every update made for audit trail
• Report leads found in SmartLead but missing from Salesforce

Output

Sync Summary:

• Campaigns synced: [count]
• Total leads processed: [count]
• Salesforce records updated: [count]
• Leads not found in Salesforce: [count]

Hot Leads (Replied): | Name | Company | Email | Campaign | Reply Date | Salesforce Status | |------|---------|-------|----------|------------|-------------------| | [Name] | [Company] | [Email] | [Campaign] | [Date] | Updated to "Engaged - Replied" |

Warm Leads (Clicked): | Name | Company | Campaign | Clicks | Updated | |------|---------|----------|--------|---------| | [Name] | [Company] | [Campaign] | [N] | Yes/No |

Data Issues Found:

• [N] bounced emails flagged in Salesforce
• [N] leads in SmartLead but not in Salesforce
• [N] unsubscribed leads marked as do-not-contact

Account Intelligence (for replied leads): | Company | Industry | Size | Recent News | Suggested Next Step | |---------|----------|------|-------------|---------------------| | [Company] | [Industry] | [Size] | [News] | [Action] |

Recommended Actions:

1. [Specific follow-up action for hot leads]
2. [Data cleanup action for bounced/missing leads]
3. [Next campaign recommendation based on engagement patterns]