Smartlead integration in Default

Smartlead is a native sequencing integration in Default. An admin connects Smartlead once with a Smartlead API key, and workflows then add leads to Smartlead campaigns with the Add to Smartlead Campaign node. Smartlead sends the emails. Default has no sequencing product of its own.

Select Settings in the sidebar, then Integrations under Workspace Settings, and open Smartlead. Admin access is required.

What Default can do with Smartlead

Capability	Supported
Add a lead to a Smartlead campaign from a workflow	Yes, with the Add to Smartlead Campaign node
Pick the campaign	Yes. Active, paused, and drafted campaigns appear in the picker. Stopped, archived, and completed campaigns do not.
Set standard lead fields and custom fields on the lead	Yes, with Lead fields
Override Smartlead’s duplicate, block list, unsubscribe, and bounce checks	Yes, per node
Pick the sending mailbox for each lead	No. The campaign’s own email account rotation picks the sender.
Read replies, opens, or lead status back from Smartlead	No
Remove a lead from a campaign, or pause a lead	No

Connect Smartlead to Default

Smartlead connects with an API key rather than a sign-in popup.

Get an API key

In Smartlead, generate an API key under Settings → API Keys.

Open the Smartlead card

Select the Smartlead card on the Integrations page to open its detail page.

Enter the key in Default

Select Connect. In the Connect to Smartlead dialog, paste the key into API Key and select Connect. Default stores the key and uses it for every Smartlead request from your workspace. Smartlead is connected, and the card’s Connect button now reads Manage.

Select Disconnect on the detail page to remove Smartlead. Mapping each member to a Smartlead email account is optional, and Default does not do it automatically. In Settings → Users, fill in the member’s cell in the Smartlead column of the Mappings tab. You can also open the member, select Integrations, and set Email Account on the Smartlead card. See Users. The Add to Smartlead Campaign node does not use this mapping to pick a sender, because Smartlead’s campaign rotation picks it.

Add a lead to a Smartlead campaign

Add the Add to Smartlead Campaign node from the Sequencing section of Add Node. The node appears only while Smartlead is connected. Each run adds 1 lead.

Field	What it does
Campaign	The Smartlead campaign to add the lead to. The picker marks drafted and paused campaigns. Activate a drafted campaign in Smartlead before the workflow goes live.
Email	The lead’s email address, from the trigger or an earlier node. Required. Smartlead identifies leads by email only.
Lead fields	Optional values to set on the lead. See Lead fields Default sends.
Allow leads in other campaigns	Adds the lead even if it already exists in another campaign on the account. Off by default.
Ignore global block list	Adds the lead even if its email or domain is on the account-wide block list. Off by default.
Ignore unsubscribe list	Adds the lead even if it unsubscribed from your campaigns before. Off by default.
Ignore community bounce list	Adds the lead even if its email bounced in other Smartlead customers’ campaigns. Off by default.

For the node in the context of other sequencing tools, see Sequencing nodes.

A workflow test runs this node for real. The lead is added to the campaign, and Smartlead can start sending on the campaign’s schedule. Use a test email address.

Lead fields Default sends to Smartlead

Lead fields suggests the standard Smartlead fields. Default sends these at the top level of the lead:

Label	Smartlead field
First name	`first_name`
Last name	`last_name`
Company name	`company_name`
Phone number	`phone_number`
Website	`website`
Location	`location`
LinkedIn profile	`linkedin_profile`
Company URL	`company_url`

Any other key you type becomes a Smartlead custom field on the lead, for example rep_name for a value your Smartlead templates use. A lead can have up to 200 custom fields.
A list value is sent as 1 comma-separated string.
An empty standard field is left out.
A LinkedIn URL can go in linkedin_profile, but it cannot identify the lead. Email is always required.

Smartlead results later nodes can use

The node does not stop the workflow when Smartlead skips or rejects the lead. It reports the result, so a Multi-Branch node can act on it.

Output	What it holds
`success`	`true` when Smartlead added the lead.
`leadId`	The Smartlead lead ID, when Smartlead returns it.
`addedCount` / `skippedCount`	How many leads Smartlead added or skipped (0 or 1).
`skipReason`	Why the lead was likely skipped: `duplicate`, `block_list_or_unsubscribe`, or `unknown`.
`error`	The message from Smartlead or Default when the lead was not added.
`campaignId` / `email`	The campaign and email the node used.

Smartlead does not say why it skipped a lead, so Default infers skipReason from the toggles you left off. With Allow leads in other campaigns off, a skip reads as duplicate.

Troubleshoot Smartlead in Default

What you see	What to check
Add to Smartlead Campaign is missing from Add Node	Connect Smartlead in Settings → Integrations.
A campaign is missing from Campaign	Stopped, archived, and completed campaigns are hidden. Pick an active, paused, or drafted campaign.
Smartlead rejected the request (invalid API key)	Reconnect Smartlead with a current API key.
Smartlead could not find the campaign	The campaign was deleted, or the API key’s account cannot see it. Pick another campaign.
The lead is already enrolled in another Smartlead campaign	Turn on Allow leads in other campaigns, or leave it off to keep leads in 1 campaign.
The lead is on the block list, unsubscribe list, or community bounce list	Turn on the matching Ignore toggle only if you are sure the lead should get email.
Smartlead is rate-limiting requests	Smartlead limited requests from your account, and the lead was not added. Add it again after the limit resets.

To see what the node sent and got back, open the workflow, select Runs in the top Context Bar, and select a run. See Run logs. Related: Default integrations

​What Default can do with Smartlead

​Connect Smartlead to Default

​Add a lead to a Smartlead campaign

​Lead fields Default sends to Smartlead

​Smartlead results later nodes can use

​Troubleshoot Smartlead in Default

What Default can do with Smartlead

Connect Smartlead to Default

Add a lead to a Smartlead campaign

Lead fields Default sends to Smartlead

Smartlead results later nodes can use

Troubleshoot Smartlead in Default