Marketing
SmartReach.io
18 min
smartreach io is a multichannel cold outreach platform that automates and personalizes sales campaigns across email, linkedin, whatsapp, and calls integration with make com enables automated campaign management, lead tracking, and real time reply handling across multiple communication channels this is ai generated content based on official smartreach io documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //smartreach io directly requirements to use the smartreach io app in make, you must have an active smartreach account and an api key, https //smartreach io/?utm source=make\&utm medium=integration\&utm campaign=app marketplace for subscription, refer to the https //smartreach io/?utm source=make\&utm medium=integration\&utm campaign=app marketplace connect smartreach io and {{product name}} to get started, you must first create a connection between smartreach io and {{product name}} , allowing the two services to communicate obtain your api key in your smartreach io account create the connection in make obtain your api key in your smartreach io account before you create the connection in {{product name}} , you should first obtain your api key in your smartreach io account to obtain your api key navigate to settings click team settings click integrations scroll to the api key section copy the api key displayed in the api key section you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help smartreach io/reference/authentication create the connection in {{product name}} https //www make com/en/register , add the smartreach io module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your smartreach io account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page smartreach io modules after connecting to the smartreach io app, you can choose from a list of available modules to build your {{scenario plural lowercase}} (deprecated) create a prospect adds a new prospect record to your database (deprecated) list campaigns retrieves a list of all existing campaigns from your account (deprecated) list prospects fetches a list of potential customers or leads from your database (deprecated) make an api call executes a custom api request to the connected service using your authorized credentials (deprecated) watch email invalid triggers when an email address in your system is flagged as invalid (deprecated) watch email link clicked triggers when a recipient clicks on any link within an email message (deprecated) watch email opened triggers when a recipient opens an email you have sent (deprecated) watch email sent triggers when an outgoing email is successfully sent from your account (deprecated) watch new reply triggers when a prospect sends a new reply message (deprecated) watch prospect completed triggers when a prospect's status is updated to "completed" within a specific campaign (deprecated) watch prospect opt out triggers when a prospect chooses to opt out or unsubscribe from receiving further communications add domain to dnc adds a specified domain to the dnc system using the api add email to dnc adds a specified email address to the do not contact (dnc) list via the api add tag to prospect adds specified tags to a selected prospect using the api assign prospect to campaign by email assigns a prospect to a specific campaign using their email address via the api create/update prospect creates a new prospect or updates an existing prospect using the api get prospect by email retrieves detailed information about a prospect using their email address via the api get prospects retrieves a list of prospect records from the api mark prospect as complete and pause campaign marks a prospect as complete and pauses their participation in the campaign using the api remove tag from prospect removes a specified tag from a selected prospect using the api unassign prospect by email unassigns a prospect from a user based on their email address using the api templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} smartreach io resources you can have access to more resources related to this app on the following links https //smartreach io/?utm source=make\&utm medium=integration\&utm campaign=app marketplace https //help smartreach io/reference/using the smartreach api https //www make com/en/integrations/smartreach io